Nelson Jay Merwitzer

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

• 05/1975 → Present
  National Life Of Vermont
  Los Angeles, CA
• 05/2011 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 01/2012 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2005-08-26 → 2011-12-31
  Equity Services, Inc.
  Pacific Palisades, CA
  Pacific Palides, CA
  Agoura Hills, CA
  Glendale, CA
  Beverly Hills, CA

Other Businesses

1)MERWITZER INSURANCE SOLUTIONS; NOT INVESTMENT RELATED; 739 S. Ogden Drive, Apt 210, Los Angeles, CA 90036 ; SALE OF LIFE, HEALTH, DISABILITY, LONG TERM CARE INSURANCE AND FIXED INCOME ANNUITIES WITH SEVERAL INSURANCE COMPANIES, SALES OF HEALTH SAVINGS ACCOUTS WITH SEVERAL HSA CUSTODIANS; OWNER; MAY 1, 2010 - PRESENT; 140/HRS/MO. (140 DURING TRADING HURS); SALE AND SERVICE OF THE ISNURANCE COMPANY PRODUCTS. 2)HEALTH SAVINGS ACCOUNT SALES; NOT INVESTMENT RELATED; STERLNG HSA OAKLAND CA 94612; HSA ACCOUNT SALES; COMMISSION SALES REPRESENTATIVE; SART DATE 01/01/2009; 5 HURS/MO. (0 DURING TRADING HRS); DIRECT HEALTH SAVINGS PLAN ELIGIBLE CLIENTS TO AN HEALTH SAVINGS ACCOUNT CUSTODIAN. I AM A BROKER FOR SEVERAL HSA CUSTODIANS TO SELL HEALTH SAVINGS ACCOUNTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-17

Designations

• Chartered Financial Consultant