John A. Doran
Professional summary
John A Doran III, CFP®, who also goes by Jack Doran III, John III Doran, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Middleburg Heights, Ohio and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. John has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John A Doran III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
October 20, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 16600 Sprague Rd Ste 80, Middleburg Heights, OH 44130October 29, 2021 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210September 27, 1999 - November 3, 2021
AVANTAX ADVISORY SERVICES
January 13, 1994 - November 3, 2021
AVANTAX INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/29/2021)
(10/20/2025)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
