Gregory J. Szelung

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 12/2021
  L.M. Kohn & Company
  Cincinnati, OH
• 06/2015 → 03/2017
  Mutual Trust Life Insurance Company
  Oak Brook, IL
• 09/2017 → 12/2017
  The Kennedy Center For Counseling
  New Lenox, IL
• 02/2019 → 03/2019
  Starbucks
  Orland Park, IL
• 04/2019 → 05/2019
  Area Landscape Supply
  Mokena, IL
• 02/2022 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Frankfort, IL
• 02/2022 → 05/2022
  J.P. Morgan Securities Llc
  Frankfort, IL
• 04/2017 → 06/2017
  Unemployed
  Orland Park, IL
• 01/2018 → 01/2019
  Unemployed
  New Lenox, IL
• 06/2019 → 05/2021
  Unemployed
  New Lenox, IL
• 01/2022 → 01/2022
  Unemployed
  New Lenox, IL
• 07/2017 → 08/2017
  Unemployed
  New Lenox, IL
• 06/2022 → 10/2022
  Unemployed
  New Lenox, IL
• 01/2026 → Present
  Dba Gregory J. Szelung
  New Lenox, IL
• 11/2022 → 03/2023
  Capella University
  Minneapolis, MN
• 04/2023 → 12/2025
  Dba Gregory J. Szelung
  New Lenox, IL
• 04/2026 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2022-03-03 → 2022-05-14
  J.P. Morgan Securities Llc
  Frankfort, IL
• 2021-07-15 → 2021-12-31
  L.M. Kohn & Company
  Cincinnati, OH
  New Lenox, IL
  New Lenox, IL
• 2011-07-29 → 2011-10-14
  Waddell & Reed
  Mokena, IL

Other Businesses

1). Tax Preparation and Filing; 2115 Water Chase Drive, New Lenox, IL 60451; Not investment related; Tax preparation and filing; Certified Public Accountant; 01/22/2025-present; 20 hours per month (0 during securities trading hours); Tax preparation and filing. 2). Insurance Producer; not investment related; 21660 W Field Parkway, STE 118, OFC 120, Deer Park, IL 60010; non-registered insurance; Independent Sales; 03/01/2026-Present; 25 hrs/month; 25 hrs/month during securities trading hours; Sale of non-registered insurance.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-27

Other Names

• Greg J Szelung
• Gregory J Szelung
• Gregory Joseph Szelung