John Stone, financial advisor Arnold MD
93 score

John Stone

CRD Number: 5461797
Current Firm: On Investment Management Co

John Stone (CRD# 5461797) is an Investment Advisor Representative working at On Investment Management Co in Arnold, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Oct 2011 - Current 5
Ohio National Financial Services Cincinnati, OH Apr 2011 - Current 5
Eagle Strategies LLC Columbia, MD Jan 2010 - Current 6
New York Life Insurance Company Bethesda, MD Nov 2009 - Current 7
Nylife Securities LLC Bethesda, MD Dec 2009 - Oct 2011 1
Unemployed Bethesda, MD May 2009 - Oct 2009 < 1
Edward Jones St Louis, MO Dec 2007 - May 2009 1
Primary Residential Mortgage Inc. Annapolis, MD May 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for John G. Stone
Phone Number: 855-262-0913
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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