John E. Ryan
Professional summary
Being a previously registered professional could mean that this person 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.
John Edward Ryan was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2002. John had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 23, 2023 - February 28, 2024
COVENANT WEALTH ADVISORS
December 4, 2023 - December 4, 2023
COVENANT WEALTH ADVISORS
March 6, 2014 - December 21, 2023
ACORN FINANCIAL ADVISORY SERVICES, INC.
August 19, 2008 - February 26, 2014
DOMINION WEALTH MANAGEMENT, INC.
March 9, 2007 - December 10, 2007
MAIN STREET SECURITIES, LLC
October 31, 2003 - March 2, 2007
THE STRATEGIC FINANCIAL ALLIANCE, INC.
October 31, 2003 - March 2, 2007
THE STRATEGIC FINANCIAL ALLIANCE, INC.
June 26, 2003 - November 26, 2003
IFG ADVISORY SERVICES INC
February 22, 2002 - November 26, 2003
IFG NETWORK SECURITIES, INC.
Primary Firm SEC Registration
COVENANT WEALTH ADVISORS
CRD#: 155221 / SEC#: 801-114868
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COVENANT WEALTH ADVISORS
CRD#: 155221 / SEC#: 801-114868
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,567 |
| AUM (Assets Under Management) | $ 653,008,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2025 | ||
| 08/26/2024 | ||
| 03/20/2024 | ||
| 02/03/2023 | ||
| 10/11/2022 |
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.