Evan Charles Smith

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

• 07/2007 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 03/2010 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Other Businesses

1) JT CLARK & ASSOCIATES; INVESTMENT RELATED;9435 Waterstone Blvd Suite 280 Cincinnati OH 45249 ; FINANCIAL SERVICES; CAREER AGENT; 09/01/2013; 160 HOURS/MONTH ( 160 DURING TRADING HOURS); CONTRACTING CLIENTS AND SETTING UP MEETINGS, CONDUCTING IN DEPTH REVIEWS OF CLIENTS FINANCIAL CIRCUMSTANCE DESIGNING FINANCIAL SERVICES. SALE/SERVICE OF INSURANCE AND NON-REGISTERD FINANCIAL PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Designations

• Chartered Financial Consultant

Other Names

• Evan Smith