Joshua Haywood, financial advisor Grand Rapids MI

Joshua Haywood

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joshua T. Haywood
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,163
    MILLIONS
  • Total Number of Accounts
    13,977
    ACCOUNTS
  • Average Account Value
    $154,723
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, WY

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