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JR

John Ryan

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES
Canfield, OH 44406
Some features on this profile are disabled
CRD#: 7407700
JR

Professional summary

John Ryan, who also goes by Jr Ryan, is a registered financial advisor currently at MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC located in Canfield, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jr Ryan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ryan's 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

July 30, 2021 - Present

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

Office #1: 6674 Tippecanoe Rd Suite 6, Canfield, OH 44406
RIA
CRD#: 158134
Canfield, OH

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
(7/30/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2021
Uniform Investment Adviser Law Examination

Current Firm

MF
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC | MFS INVESTMENT ADVISORY SERVICES, LLC | MEDIATE FINANCIAL SERVICES, INC.

CRD#: 158134 / SEC#:

Ohio
Registered Investment Advisory firm - (8/19/2011 Approved)
Pennsylvania
Registered Investment Advisory firm - (10/5/2018 Approved)
Texas
Registered Investment Advisory firm - (3/18/2020 Conditional Restricted)
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Contact information

Main Address
6674 Tippecanoe Rd Suite 6, Canfield, OH 44406
Mailing Address
Phone number
(330) 702-3556
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts616
AUM (Assets Under Management)$ 66,950,662

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

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 158134Canfield, OH 44406

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