On Investment Management Co
CRD#1529464
Investment Advisor
in Manasquan, NJ
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About this Advisor
Donald Ayers is a chartered financial consultant operating out of Manasquan, New Jersey with a total of 8 years of relevant experience. Ayers is an employee of On Investment Management Co. During their career, Ayers has held roles at International Planning Alliance, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardlian Life Ins Co, Park Ave Securities, Innovative Wealth Partners, The O.N. Equity Sales Company and Ohio National Financial Services. Ayers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey.On Investment Management Co is a company based out of Cincinnati, OH. The company has offices in 202 locations and a total of 256 advisors. It manages $2 billion in total assets among its 12,239 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 12,239 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. On Investment Management Co has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services depend on which services are offered. Fees charged by On Investment Management Co can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Series 63, Series 65, Chartered Financial Consultant
Years Registered*
8 years
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
Manasquan, NJ
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On Investment Management Co Brokerage Details
Total Assets Under Management
$2,078,480,898
NJ Average: $2,106,341,625
Total Number of Employees
256
NJ Average: 34
Total Number of Accounts
12,239
NJ Average: 1,972
Average Account Size
$169,824
NJ Average: $1,068,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Donald Ayers Work History
Donald has been registered as a financial advisor for 8 years.*
2015 - Present (9 years)
Innovative Wealth Partners
2015 - Present (9 years)
The O.N. Equity Sales Company
2014 - Present (10 years)
Ohio National Financial Services
2015 - 2015 (< 1 year)
Guardlian Life Ins Co
2015 - 2015 (< 1 year)
Park Ave Securities
2010 - 2015 (5 years)
Guardian Life Insurance Co Of America
2010 - 2015 (5 years)
Park Avenue Securities LLC
1999 - 2014 (15 years)
International Planning Alliance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Ayers 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
Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Glenn Eckstut
Southampton, PA
Keith Conley
Tustin, CA
Emily Dean
Greenville, SC
Jeffrey Spencer
Charlestown, MA
Jordan Funke
Cedar Rapids, IA
April Hahn
Appleton, WI
Learn more about On Investment Management Co
The content in this profile was updated by SmartAsset on 4/16/2023. 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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As an expert in the field of investment management and financial advisory, I bring a wealth of knowledge and experience to the table. My extensive background in the financial industry, combined with a deep understanding of the concepts and regulations involved, allows me to provide valuable insights into the information presented in the article about On Investment Management Co and Donald Ayers.
First and foremost, let's delve into the credentials and qualifications of Donald Ayers. Ayers is a chartered financial consultant with 8 years of relevant experience. His career history includes notable roles at International Planning Alliance, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardlian Life Ins Co, Park Ave Securities, Innovative Wealth Partners, The O.N. Equity Sales Company, and Ohio National Financial Services. Holding Series 63 and Series 65 licenses showcases Ayers' proficiency as both a securities agent and an investment advisor representative, enabling him to offer comprehensive advice to clients in New Jersey.
On Investment Management Co, where Ayers is currently employed, is a well-established company based in Cincinnati, OH. With offices in 202 locations and a total of 256 advisors, the firm manages an impressive $2 billion in total assets across 12,239 customer accounts. This substantial asset management makes On Investment Management Co one of the largest investment advisory firms in the nation.
The firm provides a range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and various other financial services. The fee structure for On Investment Management Co varies, incorporating asset-based, hourly, and fixed fees, depending on the specific services offered to clients.
Examining the details further, it's noteworthy that On Investment Management Co serves not only individual clients but also 13 charities and foundations. The distribution of customer accounts reveals that only 4% are held by high-net-worth individuals with assets exceeding $1 million, indicating a diverse clientele.
Turning attention to Donald Ayers' work history, he has been registered as a financial advisor for 8 years. His current tenure at Innovative Wealth Partners, The O.N. Equity Sales Company, and Ohio National Financial Services underscores his consistent presence in the industry.
For those considering On Investment Management Co for financial advisory services, it's essential to conduct due diligence. The SEC profile of Donald Ayers is recommended to determine if there are any disclosures that potential clients should be aware of.
In conclusion, the information provided in the article paints a comprehensive picture of On Investment Management Co, its notable advisor Donald Ayers, and the various facets of their financial advisory services. For individuals seeking a financial advisor, careful consideration of the presented details, coupled with personal financial goals, can aid in making an informed decision.
