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John Robert Crane Jr

CFP®
UNITED ADVISOR GROUP
Olmsted Falls, OH
·CRD# 3179778·27 years experience

Professional Summary

John Robert Crane JR, CFP®, who also goes by John R Crane, John Robert Crane, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Olmsted Falls, Ohio. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John R Crane, John Robert Crane

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2010

Years of Experience

27 years in the financial services industry

Current & Past Employments

UNITED ADVISOR GROUP·CRD# 324205
RIA
25586 Bagley Rd. Suite 2, Olmsted Falls, OH 44138
March 14, 2023 - Present
SILVER OAK SECURITIES, INCORPORATED·CRD# 46947
BD
Olmsted Falls, OH
March 14, 2023 - January 25, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Olmsted Falls, OH
November 1, 2017 - March 27, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Olmsted Falls, OH
November 1, 2017 - March 27, 2023
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
Westlake, OH
December 6, 2011 - November 2, 2017
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Westlake, OH
November 30, 2011 - November 2, 2017
L.M. KOHN & COMPANY·CRD# 27913
RIA
Concord, OH
January 7, 2005 - November 29, 2011
L.M. KOHN & COMPANY·CRD# 27913
BD
Concord, OH
January 4, 2005 - November 29, 2011
NEBS FINANCIAL SERVICES, INC.·CRD# 103874
BD
Cleveland, OH
July 26, 2004 - December 31, 2004
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
July 16, 2002 - July 29, 2004
CAP PRO BROKERAGE SERVICES, INC.·CRD# 103953
BD
Columbus, OH
August 8, 2001 - June 19, 2002
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
May 5, 1999 - August 9, 2001

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Current Firm

UA
UNITED ADVISOR GROUP

ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH FINANCIAL SERVICES | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | COLLIER WEALTH & CO | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES

CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - SEC (1/5/2023 Approved)

Contact Information

Main Address

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242

Phone Number

(888) 242-4912

# of Employees

69

SEC notice filing (37 States and Territories)

Registered to provide investment advisory services in 37 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - UNITED ADVISOR GROUP (4/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,600

AUM (Assets Under Management)

$1,426,464,988

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1). United Advisor Group,Is Investment Related,,Registered Investment Advisor,Advisor/Partner,2023-03-11,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,I will be an Advisor/Partner in United Advisor Group. Will provide investment advisory services for fee based compensation through UAG. 2). Crane Family Properties LLC,Is Not Investment Related,,LLC that holds my office building,Owner,2022-12-06,2 hours per month,2 hours per month during trading hours,No Compensation Compensation,"This is a personal LLC that holds my office building. I collect rent from Plum Creek Wealth Advisors (my business), one other office tenant next door, and a residential tenant in the apartment upstairs." 3). Falls Pointe Single Family HOA,Is Not Investment Related,,Homeowner's Association,Board Member,2021-11-01,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,I serve as a board member for my neighborhood HOA. 4). "Plum Creek Wealth Advisors, LLC",Is Investment Related,"25586 Bagley Rd., Unit 1, Olmsted Falls, OH, 44138, United States",Financial Planning / Divorce Planning / Insurance Sales,Owner,2011-11-01,100 hours per month,100 hours per month during trading hours,Other Compensation,"I complete financial plans, divorce plans, and sell insurance products. Fee based arrangements for financial plans and divorce plans. Commissions earned for insurance products, mainly LTC, life, and DI."

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UA
UNITED ADVISOR GROUP

ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH FINANCIAL SERVICES | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | COLLIER WEALTH & CO | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES

CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - SEC (1/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(3/14/2023)
IAR
Texas
(3/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2002About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Robert Crane JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JC
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