Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lee Kinser is an investment advisor representative at On Investment Management Co. with 30 years of experience in the financial services industry. Jerry has been with the firm since 2008, focusing on providing personalized investment advice to individuals, families, and businesses. Jerry is also a registered investment advisor representative in Illinois. Prior to joining On Investment Management Co., Jerry held positions at Guardian Investor Services Corporation, Princor Financial Services Corporation, Pruco Securities Corporation, and American Express Financial Advisors Inc.
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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IL
03/19/2008 - Present
ON Investment Management Co. (ROCKFORD IL)
NY
04/21/1995 - 05/15/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
12/21/1994 - 12/22/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
10/13/1992 - 11/04/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
08/12/1991 - 05/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/12/1991 - 05/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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