Thomas Stimler, financial advisor Jacksonville FL
93 score

Thomas Stimler

CRD Number: 1977045
Current Firm: On Investment Management Co

Thomas Stimler (CRD# 1977045) is an Investment Advisor Representative working at On Investment Management Co in Jacksonville, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Mar 2003 - Current 13
Jay W. Edelberg M.d.p.a. Jacksonville, FL Jan 1986 - Current 30
John E. Stimler D.o.p.a. Atlantic Beach, FL Dec 1983 - Current 33
Emergency Physicians Inc. Jacksonville, FL Dec 1983 - Current 33
Self Employed Financial Counsellor/bookk Jacksonville, FL Dec 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thomas J. Stimler
Phone Number: 855-262-0913
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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