Rex Behrashi

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

• 11/2014 → 01/2017
  The Prudential Insurance Company Of America
  Irvine, CA
• 11/2014 → 01/2017
  Pruco Securities Llc
  Irvine, CA
• 08/2017 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 08/2017 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 01/2017 → 08/2017
  Unemployed
  Irvine, CA

Previous Registrations

• 2015-02-27 → 2017-01-30
  Pruco Securities, Llc.
  Irvine, CA

Other Businesses

Insurance Sales; 4000 Barranca Parkway 250, Irvine Ca 92604; Insurance products; Financial Advisor; 02/01/2017-present; Life, Insurance, Annuities 2) BLU Financial planning; investment related; 4000 Barranca Parkway 250 Irvine CA 92604; DBA used for business purposes; owner; 40 hours/month ( 40 during security hours); Offering financial strategies designed for business owners, professionals, and families.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-29
• S63 Uniform Securities Agent State Law Examination
  2012-06-02

Other Names

• Reza Behrashi
• Alan Rex Berhashi