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Jeffrey Hart Markusson

OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, Ohio
Clean recordOHIO NATIONAL INVESTMENTS INC
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 7668106Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Hart Markusson · MONTGOMERY, OH
Registration
CRD #7668106 · OHIO NATIONAL INVESTMENTS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Hart Markusson is a registered financial advisor based in MONTGOMERY, Ohio, affiliated with OHIO NATIONAL INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CONSTELLATION INVESTMENTS, INC.
AUM
$11.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CONSTELLATION INVESTMENTS, INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Regulatory
SEC/IARD CRD# 7668106
Firm CRD# 107528
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Hart Markusson offer?
Jeffrey Hart Markusson specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Jeffrey Hart Markusson's credentials?
Jeffrey Hart Markusson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Hart Markusson located?
Jeffrey Hart Markusson is based in MONTGOMERY, Ohio, working with OHIO NATIONAL INVESTMENTS INC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Jeffrey Hart Markusson charge for services?
Jeffrey Hart Markusson's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OHIO NATIONAL INVESTMENTS INC?
OHIO NATIONAL INVESTMENTS INC has approximately 21 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OHIO NATIONAL INVESTMENTS INC

William John Hilbert
MONTGOMERY, OH
Jonathan Morton Egol
MONTGOMERY, OH
Marc Andrew Hargis
MONTGOMERY, OH
Megan K Meyer
MONTGOMERY, OH
Robert Todd Brockman
MONTGOMERY, OH
Sachin Jain
MONTGOMERY, OH

More Advisors in MONTGOMERY, Ohio

Barbara Ann Turner
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
Carlos Fernando Paiva
CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, OH
Christopher Allen Carlson
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
Jed Rudolph Martin
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
John Keith Dwyer
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
Marc Ari Bruger
CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, OH

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Research
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