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James Robert Murphree ii

ON Investment Management Co.

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About James Robert Murphree ii

James Robert Murphree ii is an investment advisor representative with On Investment Management Co. James is registered with the state of Illinois and has been working in the financial industry since July 2003. James is a registered representative with FINRA and holds the Series 7, Series 24, Series 63 and Series 65 licenses. James is also a board member of the Maple Valley Cooperative.

Firm Information

James Murphree ii is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Murphree ii’s Registration & Firm History

IL

09/22/2020 - Present

ON Investment Management Co. (CHICAGO IL)

IL

09/01/2006 - 08/20/2007

LINSCO/PRIVATE LEDGER CORP. (BATAVIA IL)

IL

05/16/2003 - 07/13/2006

INVEST FINANCIAL CORPORATION (RIVERSIDE IL)

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Licenses & Designations

BC

Issued 11/25/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Robert Murphree ii. Review regulatory record here.
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