JL
Jason C. Lohnes
ON INVESTMENT MANAGEMENT CO
Westerville, OH 43082
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CRD#: 4183978
JL
Professional summary
Jason C Lohnes, CLU®, who also goes by Jason Clarence Lohnes, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Westerville, Ohio and THE O.N. EQUITY SALES COMPANY located in Westerville, Ohio.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Clarence Lohnes
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). PM Financial Group; YES INVESTMENT RELATED; 670 Meridian Way, Suite 123 Westerville, OH 43082; INSURANCE SALES; General Agent; 08/2015-CURRENT; 120 HOURS/MONTH (5 DURING MARKET HOURS); INSURANCE PRODUCT SALES, TRADITIONAL LIFE, HEALTH, DISABILITY, FIXED ANNUITIES. 2). Ski Instruction - Snow Trails; Not investment related; 3100 Possum Road, Mansfield, OH 44903; Ski Instruction; Ski instructor; 12/15/2020-current; 4 hours/month; 0 during securities trading hours; ski instruction lessons.
CRS (Client Relationship Summary) - RIA
Click below to view Jason C Lohnes'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
September 18, 2009 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 670 Meridian Way Suite 123, Westerville, OH 43082RIA
CRD#: 105662
Westerville, OH
Current
September 18, 2009 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 670 Meridian Way Suite 123, Westerville, OH 43082Office #2: 1333 Woodlawn Ave, Napoleon, OH 43545BD
CRD#: 2936
Westerville, OH
Past
October 29, 2008 - February 25, 2009
NYLIFE SECURITIES LLC
BD
CRD#: 5167
DUBLIN, OH
Past
April 23, 2008 - September 22, 2008
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
COLUMBUS, OH
Past
April 22, 2008 - September 22, 2008
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
COLUMBUS, OH
Past
October 13, 2004 - April 14, 2008
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
DUBLIN, OH
Past
October 12, 2000 - October 13, 2004
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
COLUMBUS, OH
Past
May 15, 2000 - October 13, 2004
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
Florida(12/21/2015)
RR
Georgia(10/3/2019)
IAR
Georgia(2/23/2021)
RR
Kentucky(7/6/2021)
IAR
Kentucky(7/12/2021)
RR
Michigan(7/6/2021)
IAR
Michigan(7/6/2021)
RR
Mississippi(6/22/2021)
IAR
Mississippi(6/23/2021)
IAR
North Carolina(4/1/2020)
RR
Ohio(9/18/2009)
IAR
Ohio(9/18/2009)
IAR
Texas(1/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
