John Conry is a registered investment advisor at Oneseven, based in Chagrin Falls, OH, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
36 South Franklin Street, Chagrin Falls, OH, 44022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John refers clients needing tax planning, spending minimal time on this activity. He also refers businesses to Financial Recovery Strategies (FRS) for class action settlement recoveries, dedicating minimal time and receiving referral fees.
Employment History
Current Registrations
Oneseven
Previous Registrations
Longbow Securities, LLCBroker
Ftn Equity Capital Markets CORP.Broker
First Tennessee Securities CORP.Broker
Maxus Securities CORPBroker
Fidelity Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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