JE
Jane S. Eddy
ON INVESTMENT MANAGEMENT CO
ORMOND BEACH, FL 32174
Some features on this profile are disabled
CRD#: 1617771
JE
Professional summary
Jane Slaven Eddy, ChFC®, CLU®, who also goes by Jane Elisabeth Eddy, Jane Elizabeth Salveneddy, Jane Elizabeth Slaven, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Ormond Beach, Florida and THE O.N. EQUITY SALES COMPANY located in Ormond Beach, Florida.
Jane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jane has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jane Elisabeth Eddy | Jane Elizabeth Salveneddy | Jane Elizabeth Slaven
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 02/14/2018 - Winchester Computers - Not Investment Related - 1325 Beville Rd, Daytona Beach, FL 32119 - Business Owner - part owner - Start Date 01/02/2018 - 12 Hours Per Month/12 During Securities Trading. 2). The Bollinger Group; not investment related; 11555 Heron Bay blvd, Coral Gables, FL 33076; broker agent; 02/01/2018- present; 1 hour/month (1 during market hours); term insurance for clients when ON product does not fit. 3) Sunsure Insurance; 951 Volusia Ave Orange City FL 32763; not investment related; health insurance and Medicare through Florida and FHCP; agent; 06/01/2013; 10 hours/month ( 10 hours during security trading hours); assist client with health insurance enrollments. 4) Jane Eddy ChFC, LLC; 1457 N US1 Suite 21 Ormond Beach FL 32174; not Investment related; Insurance Sales; life and disability insurance sales; 12/15/2022; 20 hours/month (20 hours during security trading hours); assist clients with life insurance and disability insurance products. 5). Tomoka Oaks Homeowners Association Legal Committee Fundraiser; Not investment related; 124 N Nova Road, Box 193, Ormond Beach FL 32174; Raise funds for legal representation of Golf Course Development; Short Term Treasurer; 05/15/2021-present; 5 hours/month; 0 during securities trading hours/month; receiving checks from contributiors and depositing in TOHA Legal Fund. 6). Edison Risk; investment related; 1202 East Atlantic Ave, Delay Beach, FL 33483; Life Insurance and Annuities; Brokerage Business; 11/28/2023; 2 hrs/month, 2 hrs/during trading hrs; they assist me with life insurance & annuities for clients except for fixed.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Slaven Eddy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 6, 2018 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 1457 N. Us 1 Suite 21, Ormond Beach, FL 32174RIA
CRD#: 105662
ORMOND BEACH, FL
Current
March 2, 2018 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 1457 N Us1 Suite 21, Ormond Beach, FL 32174BD
CRD#: 2936
Ormond Beach, FL
Past
November 30, 2017 - March 12, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
ORMOND BEACH, FL
Past
November 29, 2017 - March 12, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
ORMOND BEACH, FL
Past
November 7, 2008 - December 5, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ORMOND BEACH, FL
Past
October 31, 2008 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ORMOND BEACH, FL
Past
September 24, 2008 - November 4, 2008
OSAIC SERVICES, INC.
RIA
CRD#: 133763
ORMOND BEACH, FL
Past
October 31, 2005 - November 4, 2008
OSAIC SERVICES, INC.
BD
CRD#: 133763
ORMOND BEACH, FL
Past
November 3, 2004 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
March 16, 2001 - October 27, 2004
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
December 1, 1997 - February 1, 2001
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
February 21, 1995 - December 12, 1997
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
March 25, 1987 - January 23, 1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
March 25, 1987 - January 23, 1995
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/13/2025)
RR
Florida(3/2/2018)
IAR
Florida(3/6/2018)
RR
Georgia(7/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ON INVESTMENT MANAGEMENT CO
CRD#: 105662Ormond Beach, FL 32174TRUST BUT VERIFY
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Contact information
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