John M. Mancinotti

EVERHART ADVISORS

DUBLIN, OH 43017

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CRD#: 7299024

Professional summary

John Michael Mancinotti, who also goes by Jack Mancinotti, John Mancinotti, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Mancinotti | John Mancinotti

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.

Vice President of Business Partners for the Human Resources Association of Central Ohio (HRACO)....not investment related....4010 Executive Park Dr, West Chester Township, OH 45241....responsible for developing, implementing, and promoting marketing opportunities to HRACO members and organizations seeking to engage with the HRACO community....three-year commitment....no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mancinotti'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

March 10, 2023 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017

RIA

CRD#: 107091

DUBLIN, OH

Past

November 1, 2021 - February 2, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

TOLEDO, OH

Past

November 24, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

TOLEDO, OH

Past

October 15, 2020 - February 2, 2023

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TOLEDO, 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".

EVERHART ADVISORS

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
(3/10/2023)

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

State Security Law Exam

IAR

Series 66

Date: 9/1/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/15/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/7/2020

Securities Industry Essentials Examination

Current Firm

EVERHART ADVISORS

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

SEC notice filing (29 States and Territories)

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 Accounts	5,483
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.

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John M. Mancinotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mancinotti's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERHART ADVISORS

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2020

Series 7TO

Date: 10/15/2020

SIE

Date: 8/7/2020

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

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