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Matthew Joseph O'hara

Matthew J. O'hara

EVERHART ADVISORS | Financial Advisor
DUBLIN, OH 43017
Some features on this profile are disabled
CRD#: 6487047
Matthew Joseph O'hara

Professional summary

Matthew Joseph O'hara, CFP®, who also goes by Matthew J O Hara, Matthew Joseph O Hara, Matthew J O'hara, Matthew Joseph Ohara, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Matthew J O Hara | Matthew Joseph O Hara | Matthew J O'hara | Matthew Joseph Ohara

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) Big Ten Plus, 2640 Fred Taylor Drive, Columbus, OH A/T: Part-Time Activity/Employment, S/D: 12/27/2018, P/T: Independent Contractor, DOD: Commentator for Ohio State wrestling matches 2) Wrestlers in Business Network, NON INVESTMENT RELATED, Board Member, Start Date: 02/2022, No compensation 3) Licensed insurance agent in Ohio - Life and Health Insurance License

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph O'hara's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

February 26, 2024 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017
RIA
CRD#: 107091
DUBLIN, OH
Past

December 15, 2020 - January 12, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
New Albany, OH
Past

December 15, 2020 - January 12, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
NEW ALBANY, OH
Past

July 17, 2018 - December 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
UPPER ARLINGTON, OH
Past

July 17, 2018 - December 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
UPPER ARLINGTON, OH
Past

April 19, 2017 - May 3, 2018

WADDELL & REED

RIA
CRD#: 866
DUBLIN, OH
Past

April 13, 2017 - May 3, 2018

WADDELL & REED

BD
CRD#: 866
DUBLIN, OH
Past

December 16, 2016 - February 13, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Columbus, OH

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".
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

CRD#: 107091 / SEC#: 801-50786

RIA
Registered Investment Advisory firm - (12/21/1995 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(2/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/9/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/27/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/16/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

CRD#: 107091 / SEC#: 801-50786

RIA
Registered Investment Advisory firm - (12/21/1995 Approved)
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Contact information

Main Address
5200 Rings Road, Dublin, OH 43017
Mailing Address
Phone number
(614) 717-9705
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (29 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

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts5,483
AUM (Assets Under Management)$ 1,874,701,457

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

EVERHART ADVISORS

Financial AdvisorCRD#: 107091Dublin, OH 43017

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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