James Robert Murphree Ii

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

• 09/2007 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 07/2007 → Present
  Ohio National Financial Services
  Cincinnati, OH

Previous Registrations

• 2006-09-01 → 2007-08-20
  Lpl Financial Llc
  Batavia, IL
  Aurora, IL
  Batavia, IL
• 2003-11-28 → 2006-07-13
  Invest Financial Corporation
  Berwyn, IL
  Berwyn, IL
  Riverside, IL
  Berwyn, IL

Other Businesses

1). MURPHREE INVESTMENT GROUP; NON INVESTMENT RELATED; 100 S. SAUNDERS ROAD SUITE 150 LAKE FOREST, IL 60045; BUSINESS CONSULTING SERVICES, VENTURE CAPITAL SERVICES, PUBLIC SPEAKING, FINANCIAL EDUCATION, NUMISMATIC COINS, PROVIDING PROPRIETARY RESEARCH, SELLING INSURANCE; PRESIDENT; 02/01/2006-CURRENT; 15 TO 20 HOURS/MONTH; 15-20 DURING SECURITIES TRADING HOURS; SELLING LIFE, HEALTH, Indexed Annuities & INDIVIDUAL ANNUITIES. 2) MURPHREE CONSULTING SERVICES; NOT INVESTMENT RELATED; 100 SAUNDERS ROAD SUITE 150 LAKE FOREST, IL 60045 GENERAL CONSULTING SERVICES; PRESIDENT; 09/01/2012; CONSULT AND MANAGE; 5 HOURS PER MONTH ( 2 DURING TRADING HOURS); CONTRACT AS A PUBLIC SPEAKER CONCERNING ECONOMIC MATTERS. PROVIDING PROPRIETARY RESEARCH INFORMATION FOR PUBLISHING; 3) INTERNATIONAL FORESTRY, INC; NOT INVESTMENT RELATED; 100 S. SAUNDERS RD., STE. 150 LAKE FOREST IL 60045; REAL ESTATE LEASING, LAND MANAGEMENT, LAND DEVELOPMENT, CONSULTING SERVICES AGRICULTURAL PRODUCTION, TIMBER PRODUCTION, DEVELOPMENT AND LEASING OF MINERAL RIGHTS AND ROYALTIES; PRESIDENT; START DATE 03/01/2018-PRESENT; MANAGE COMPANY STRATEGY AND OPERATIONS; 10 TO 20 HOURS/MONTH; 5 TO 10 TRADING HOURS/MONTH. 5) Maple Valley Cooperative; not investment related; 919 Front Street Cashton WI 54619; Board of Directors; 10/14/2020; 2 hours/month ( 0 during security trading hours); Member of board of directors, work with management concerning maple valley cooperative business matters.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-25
• S65 Uniform Investment Adviser Law Examination
  2003-07-25