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Jane Slaven Eddy

ON Investment Management Co.

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About Jane Slaven Eddy

Jane Slaven Eddy is a financial advisor with On Investment Management Co. based in Ormond Beach, FL. Jane has over 30 years of experience in the financial services industry. She specializes in financial planning and portfolio management for individuals and families.

Firm Information

Jane Eddy 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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Jane Eddy’s Registration & Firm History

FL

03/06/2018 - Present

ON Investment Management Co. (ORMOND BEACH FL)

FL

11/29/2017 - 03/12/2018

LPL FINANCIAL LLC (ORMOND BEACH FL)

FL

10/31/2008 - 11/29/2017

NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)

FL

10/31/2005 - 11/04/2008

AIG FINANCIAL ADVISORS, INC. (ORMOND BEACH FL)

AZ

11/03/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

03/16/2001 - 10/27/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

CA

12/01/1997 - 02/01/2001

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

CA

02/21/1995 - 12/12/1997

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NY

03/25/1987 - 01/23/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

03/25/1987 - 01/23/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jane Slaven Eddy.
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