John Sweeney (CRD# 4442985) is an Investment Advisor Representative working at On Investment Management Co in Grand Rapids, MI and has over 22 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| On Investment Management Co | Cincinnati, OH | May 2014 - Current | 9 |
| Ohio National Financial Services | Cincinnati, OH | Sep 2013 - Current | 10 |
| The O. N. Equity Sales Company | Cincinnati, OH | Sep 2013 - Current | 10 |
| Iof Foresters | Grand Rapids, MI | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- MI
-
Total Assets Under Management2,195MILLIONS
-
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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