Jordan
Carrier

On Investment Management Co

CRD#7663825
Investment Advisor
in Blountville, TN

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About this Advisor

Jordan Carrier is a financial advisor based in Blountville, Tennessee, working with On Investment Management Co. Jordan has previously held positions at Secure Money Masters, Department Of Veterans Affairs - Mountain Home, and Bristol Tennessee Essential Services. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Ohio, Tennessee, and Virginia. Currently, Jordan is part of On Investment Management Co, which operates out of Blountville, Tennessee. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1810 Highway 394
Blountville, TN 37617

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

TN Average: $2,106,341,625
Total Number of Employees

206

TN Average: 34
Total Number of Accounts

15,930

TN Average: 1,972
Average Account Size

$137,818

TN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jordan Carrier Work History

2022 - Present (2 years)

Secure Money Masters

2018 - 2022 (4 years)

Department Of Veterans Affairs - Mountain Home

2014 - 2018 (4 years)

Bristol Tennessee Essential Services

Disclosures

Please visit the SEC profile of Jordan Carrier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at On Investment Management Co

Terek Wilson
Lees Summit, MO
Kimberly Gustafson
Englewood, CO
Mark Monahan
Ayer, MA
Juana Love
Chesterfield, MO
Elisabeth Olson
Fort Collins, CO
Nathan Biggerstaff
Lees Summit, MO
John Head
Chesterfield, MO
Mark Gash
Lees Summit, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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