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JR

John Edward Ryan

CRD# 4482262·Registered 2002 - 2024
Previously Registered: Being a previously registered professional could mean that John is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

John Edward Ryan was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2002 - 2024. John had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

24 years in the financial services industry

Current & Past Employments

COVENANT WEALTH ADVISORS·CRD# 155221
RIA
Mclean, VA
December 23, 2023 - February 28, 2024
COVENANT WEALTH ADVISORS·CRD# 155221
RIA
Mclean, VA
December 4, 2023 - December 4, 2023
ACORN FINANCIAL ADVISORY SERVICES, INC.·CRD# 116763
RIA
Reston, VA
March 6, 2014 - December 21, 2023
DOMINION WEALTH MANAGEMENT, INC.·CRD# 136553
RIA
Reston, VA
August 19, 2008 - February 26, 2014
MAIN STREET SECURITIES, LLC·CRD# 47127
BD
Reston, VA
March 9, 2007 - December 10, 2007
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
RIA
Fairfax, VA
October 31, 2003 - March 2, 2007
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
BD
Fairfax, VA
October 31, 2003 - March 2, 2007
IFG ADVISORY SERVICES INC·CRD# 105316
RIA
Fairfax, VA
June 26, 2003 - November 26, 2003
IFG NETWORK SECURITIES, INC.·CRD# 19948
BD
Atlanta, GA
February 22, 2002 - November 26, 2003

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Current Firm

CW
COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT

CRD#: 155221 / SEC#: 801-114868
RIA
Registered Investment Advisory firm - SEC (3/22/2019 Approved)
California
Registered Investment Advisory firm - California (5/3/2019 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/3/2019 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (4/8/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229

Phone Number

(804) 729-5265

# of Employees

12

SEC notice filing (17 States and Territories)

Registered to provide investment advisory services in 17 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COVENANT WEALTH ADVISORS ADV PART 2A (2/4/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,890

AUM (Assets Under Management)

$909,643,877

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2025Cover PageReport
08/26/2024Cover PageReport
03/20/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

RYAN & COPPOLA LAW FIRM, 3600 CHAIN BRIDGE ROAD, STE. 14, FAIRFAX, VA 22030; PARTNER; 1/95 TO PRESENT;150HRS/MONTH; LEGAL SERVICES EXECUTOR - ESTATE OF J TAYLOR, ESTATE OF MARIEL SORNENSE - SAME ADDRESS ESTATE ADMINISTRATOR - 10HR/MONTH TRUSTEE- CRAVES FAMILY TRUST; SAME ADDRESS; TRUST ADMINISTRATOR; 2HR/MONTH

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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".
CW
COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT

CRD#: 155221 / SEC#: 801-114868
RIA
Registered Investment Advisory firm - SEC (3/22/2019 Approved)
California
Registered Investment Advisory firm - California (5/3/2019 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/3/2019 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (4/8/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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JR
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