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JH

John S. Hannan

RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH 45255
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CRD#: 7159336
JH

Professional summary


John Stephen Hannan II, who also goes by Jack Hannan, John Stephen Hannan, is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY LLC located in Cincinnati, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jack Hannan | John Stephen Hannan

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.
OAA#: 68829 | Org Name:St Joseph Estates LLC | Org Addr:Cincinnati, OH, US | Nature of Bus:A single rental property venture with a business partner underneath an LLC | Invst Rel:Y | Title:President - Operations | Duties:Maintain single home for rental purposes (Home maintenance, collecting rent, etc.) | Start Dt:01/18/2021 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Stephen Hannan II'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®
None

Experience


Current

November 18, 2024 - Present

RITTER DANIHER FINANCIAL ADVISORY LLC

Office #1: 7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255
RIA
CRD#: 321827
Cincinnati, OH
Past

June 4, 2020 - October 18, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
COVINGTON, KY
Past

April 16, 2020 - October 18, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

November 8, 2019 - March 17, 2020

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
WEST CHESTER, 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".
RITTER DANIHER FINANCIAL ADVISORY LLC
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC

CRD#: 321827 / SEC#: 801-125847

RIA
Registered Investment Advisory firm - (6/13/2022 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
(11/18/2024)
IAR
Texas
(1/9/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/8/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


RITTER DANIHER FINANCIAL ADVISORY LLC
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC

CRD#: 321827 / SEC#: 801-125847

RIA
Registered Investment Advisory firm - (6/13/2022 Approved)
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Contact information


Main Address
7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255
Mailing Address
Phone number
(513) 233-0715
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (14 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

RITTER DANIHER FINANCIAL ADVISORY ADV PART 2A (9/8/2025)

Regulatory assets under management


Total Number of Accounts1,318
AUM (Assets Under Management)$ 605,911,373

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


RITTER DANIHER FINANCIAL ADVISORY LLC

RITTER DANIHER FINANCIAL ADVISORY LLC

CRD#: 321827Cincinnati, OH 45255

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