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JR

John E. Ryan

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CRD#: 4482262
JR

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
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

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 23, 2023 - February 28, 2024

COVENANT WEALTH ADVISORS

RIA
CRD#: 155221
McLean, VA
Past

December 4, 2023 - December 4, 2023

COVENANT WEALTH ADVISORS

RIA
CRD#: 155221
McLean, VA
Past

March 6, 2014 - December 21, 2023

ACORN FINANCIAL ADVISORY SERVICES, INC.

RIA
CRD#: 116763
RESTON, VA
Past

August 19, 2008 - February 26, 2014

DOMINION WEALTH MANAGEMENT, INC.

RIA
CRD#: 136553
RESTON, VA
Past

March 9, 2007 - December 10, 2007

MAIN STREET SECURITIES, LLC

BD
CRD#: 47127
RESTON, VA
Past

October 31, 2003 - March 2, 2007

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
FAIRFAX, VA
Past

October 31, 2003 - March 2, 2007

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
FAIRFAX, VA
Past

June 26, 2003 - November 26, 2003

IFG ADVISORY SERVICES INC

RIA
CRD#: 105316
FAIRFAX, VA
Past

February 22, 2002 - November 26, 2003

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA

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 - (3/22/2019 Approved)
California
Registered Investment Advisory firm - (5/3/2019 Terminated)
Texas
Registered Investment Advisory firm - (4/3/2019 Terminated)
Virginia
Registered Investment Advisory firm - (4/8/2019 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/17/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

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 - (3/22/2019 Approved)
California
Registered Investment Advisory firm - (5/3/2019 Terminated)
Texas
Registered Investment Advisory firm - (4/3/2019 Terminated)
Virginia
Registered Investment Advisory firm - (4/8/2019 Terminated)
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Contact information


Main Address
8001 Franklin Farms Drive Rm 208, Richmond, VA 23229
Mailing Address
Phone number
(804) 729-5265
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COVENANT WEALTH ADVISORS ADV PART 2A (2/4/2025)

Regulatory assets under management


Total Number of Accounts1,567
AUM (Assets Under Management)$ 653,008,459

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2025
Cover Page
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.

Company Information


COVENANT WEALTH ADVISORS

CRD#: 155221

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