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Douglas Keith Moss

Investment adviser representative at On Investment Management Co
13 yearsExperience
6 statesRegistered in
$3.2BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. O.N. Investment Management CompanyMar 2026 to now
  2. UnemployedNov 2025 to Feb 2026
  3. Parallel Advisors, LLCJun 2023 to Oct 2025
  4. Edward Jones InvestmentsSep 2018 to Jun 2023
  5. Doug Moss ConsultingJan 2013 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 6 states (AZ, CA, CO, MD, MI, NV).

On Investment Management Co

$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7007269
Firm CRD
105662
Advisor's SEC record (opens in a new tab)
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