Jerald C Lear

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

• 09/2008 → 12/2017
  Penn Mutual Life Ins Co
  Horsham, PA
• 10/2008 → 12/2017
  Hornor Townsend And Kent Inc
  Horsham, PA
• 12/2017 → 01/2022
  Vector Security, Inc.
  Warrendale, PA
• 02/2022 → Present
  Ohio National Life Insurance
  Cincinnati, OH
• 04/2022 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2010-10-14 → 2017-12-15
  Hornor, Townsend & Kent, Llc
  Carnegie, PA
  Pittsburgh, PA
  Carnegie, PA
  Carnegie, PA

Other Businesses

1) INSURANCE BROKERAGE - INVESTMENT-RELATED, 27 WINTHROP RD, CARNEGIE, PA 15106, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING GBU FINANCIAL LIFE, PRODUCER, START DATE: 04/15/2009, ITALIAN SONS AND DAUGHTERS FINANCIAL, PRODUCER, START DATE: 05/24/2021, OHIO NATIONAL LIFE INSURANCE, PRODUCER, START DATE: 02/12/2022, APPROX. NUMBER OF HOURS/MONTH:120, APPROX. NUMBER OF HOURS/ MONTH DEVOTED DURING SECURITIES TRADING HOURS: 120, DUTIES: SALE OF LIFE AND ANNUITY INSURANCE PRODUCTS. 2) Borough of Rosslyn Farms; not investment related; 27 Withrop Road Carnegie PA 15106; Member of Borough Council; Member of Borough Counsil; 01/01/2019; 10 hours/month (0 during security hours); make and vote for decisions that affect the Borough of Rosslyn Farms. 2) Lear Tax Prep, not investment related, 27 Windthrop Rd, Carnegie, PA 15106; Annual preparation of person income tax returns; Tax Preparer-Self employed; 01/01/2024-present; approx number of hrs/month 100 (60 hrs during securities trading hrs/month); Tax preparation (Not CPA) for priimarily individuals specifically during tax season.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-14
• S63 Uniform Securities Agent State Law Examination
  2022-06-03

Other Names

• Jerald C Lear