Jerome Lavalley, financial advisor Grand Rapids MI
96 score

Jerome Lavalley

CRD Number: 1303685
Current Firm: On Investment Management Co

Jerome Lavalley (CRD# 1303685) is an Investment Advisor Representative working at On Investment Management Co in Grand Rapids, MI and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lifepoint Advisory Services Grand Rapids, MI Apr 2010 - Current 6
The O.n. Equity Sales Company Cincinnati, OH Jan 1985 - Current 31
Ohio National Life Insurance Company Cincinnati, OH May 1984 - Current 32
Lavalley Agency Wayland, MI Jul 1976 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jerome H. Lavalley
Phone Number: 855-262-0913
Registered State(s):
  • MI
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
96
Clean Record
This advisor has a clean track record with regulators.

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