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Jeffrey T
ChFC®, Series 63
Bakersfield, CA
ON Investment Management CO
Jeffrey Taylor is a financial advisor with ON Investment Management Company in Bakersfield, CA, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Life Insurance Co, Phoenix Mutual, Standard Insurance Company, and Central Financial Services. Outside of his advisory role, he owns a business selling life, health insurance, and fixed annuities. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs and maintains a dual-registration model integrating broker-dealer activities.
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