JL
Juana Love
ON INVESTMENT MANAGEMENT CO
Creve Coeur, MO 63141
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CRD#: 6411196
JL
Professional summary
Juana Love is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Creve Coeur, Missouri and THE O.N. EQUITY SALES COMPANY located in Creve Coeur, Missouri.
Juana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Juana has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) PROFESSIONAL EVOLUTIONS, NON Investment related, 11469 Olive Blvd, Creve Coeur, MO 63141, EXECUTIVE/PROFESSIONAL COACHING, President, START: 09/08/15-present, 15 HRS/MO, 0 DURING TRADING, DUTIES: PROVIDE executive coaching to clients that are in career transition or seeking leadership opportunities. 2) Insurance Sales. Yes investment related; 17856 Argonne Estates; agent; 07/2016-present; 140 hours/month (140 during market hours); selling permanent whole life, term life, health, long term care, annuities, fixed annuities, indexed annuities, disability income, business overhead, disability buy sell, accident, universal life and variable life insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Juana Love'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®
NoneExperience
Current
August 2, 2016 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 11469 Olive Blvd, Creve Coeur, MO 63141RIA
CRD#: 105662
Creve Coeur, MO
Current
August 2, 2016 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 11469 Olive Blvd, Creve Coeur, MO 63141BD
CRD#: 2936
Creve Coeur, MO
Past
March 5, 2015 - July 19, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ST. LOUIS, MO
Past
January 27, 2015 - July 19, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
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
Arizona(9/26/2019)
RR
Florida(4/9/2021)
IAR
Florida(6/2/2021)
RR
Illinois(8/2/2016)
IAR
Illinois(8/2/2016)
RR
Missouri(8/2/2016)
IAR
Missouri(8/2/2016)
Exams
State Security Law 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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Company Information
ON INVESTMENT MANAGEMENT CO
CRD#: 105662Creve Coeur, MO 63141TRUST BUT VERIFY
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