Jay Dworsky (CRD# 2308692) is an Investment Advisor Representative working at On Investment Management Co in Golden Valley, MN and has over 13 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Oct 2012 - Current | 11 |
| Wisconsin Financial Advisors, LLC | Madison, WI | Jul 2012 - Current | 11 |
| Ohio National Financial Services | Cincinnati, OH | Sep 2009 - Current | 14 |
| Dworsky Agency | Minneapolis, MN | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- CO
- FL
- IL
- MD
- MN
- NY
- ND
- OH
- OR
- VA
- WI
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
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