Joshua HaywoodCRD Number: 6709831
Current Firm: On Investment Management Co
Joshua Haywood (CRD# 6709831) is an Investment Advisor Representative working at On Investment Management Co in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
J.p. Morgan Securities LLC
Stewardship Advisory Group, LLC
|The O.n. Equity Sales Company||Cincinnati, OH||Oct 2016 - Current||5|
|Ohio National Financial Services||Cincinnati, OH||Sep 2016 - Current||5|
|Haywood & Associates, Inc.||Caledonia, MI||Apr 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2017|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management2,163MILLIONS
Total Number of Accounts13,977ACCOUNTS
Average Account Value$154,723
- 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)
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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