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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lohnes is a financial advisor with ON Investment Management Co. Jason has been in the financial services industry since 2000 and has worked with a number of firms including NYLIFE Securities LLC, Chase Investment Services Corp., and Allstate Financial Services, LLC. Jason holds Series 6, 7, 24, 63 and 65 licenses. Jason is also a registered investment advisor in Georgia, Kentucky, Michigan, Mississippi, North Carolina, Ohio, and Texas. Jason specializes in providing financial planning, portfolio management, and investment services to individuals, businesses, and charitable organizations. Jason's firm, ON Investment Management Co., provides a wide range of financial services, including portfolio management, financial planning, and investment advisory services. The firm has a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
01/26/2023 - Present
ON Investment Management Co. (Westerville OH)
OH
10/29/2008 - 02/25/2009
NYLIFE SECURITIES LLC (DUBLIN OH)
OH
04/22/2008 - 09/22/2008
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
10/13/2004 - 04/14/2008
ALLSTATE FINANCIAL SERVICES, LLC (DUBLIN OH)
NJ
05/15/2000 - 10/13/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 06/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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