Jordan M Paholak
Investment adviser representative at On Investment Management Co
12 yearsExperience
3 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
12 years in the industry.
- On Investment Management CoSep 2025 to now
- The O.N. Equity Sales CompanyAug 2025 to now
- Integrity Investment Planning GroupJul 2025 to now
- W&s Brokerage ServicesJul 2024 to Jul 2025
- Western & Southern LifeJun 2024 to Jul 2025
- UnemployedAug 2023 to Jun 2024
- Integrity Investment Planning GroupMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- The Jagged ForkMay 2018 to Aug 2022
- UnemployedAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, MI).
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
- 7966211
- Firm CRD
- 105662