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Rex Behrashi

ON Investment Management Co.

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About Rex Behrashi

Rex Behrashi is an Investment Advisor Representative with ON Investment Management Co. Rex has been active in the financial services industry since 2012 and has passed the Series 6, 7, 63 and 65 exams. Rex has experience with financial planning and investment advising for individuals and charitable organizations. Rex is registered in California and Florida. Rex has previously been employed by PRUCO SECURITIES, LLC. and NYLIFE SECURITIES LLC.

Firm Information

Rex Behrashi 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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Rex Behrashi’s Registration & Firm History

CA

01/13/2022 - Present

ON Investment Management Co. (Irvine CA)

CA

12/02/2014 - 01/30/2017

PRUCO SECURITIES, LLC. (IRVINE CA)

CA

03/19/2012 - 11/19/2014

NYLIFE SECURITIES LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 12/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/16/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rex Behrashi.
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