Jordan
Carrier
On Investment Management Co
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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
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jordan Carrier Work History
Secure Money Masters
Department Of Veterans Affairs - Mountain Home
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.
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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.
