James Schell Ryan

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 02/2020
  First Ohio Planning, Llc
  Columbus, OH
• 06/2021 → Present
  Mercer Global Advisors Inc.
  Columbus, OH
• 02/2020 → 06/2021
  Mercer Global Advisors Inc.
  Columbus, OH

Previous Registrations

• 2007-11-29 → 2020-09-22
  First Ohio Planning, Llc
  Columbus, OH
• 2001-02-27 → 2007-12-31
  First Ohio Advisors, Co.
  Columbus, OH
  Columbus, OH
  Columbus, OH

Other Businesses

1. First Ohio Planning, LLC; Investment-related; 1429 King Avenue, Suite 100, Columbus, OH 43212; Provides the sale of Life, Disability, and Long-Term Care insurance; Owner; 09/01/1979; 2 hrs.; 1 hrs.; Insurance sales. 2. JSR Family Investments, LLC; Investment-related; 820 Francis Avenue, Columbus, OH 43209; Land development investment company; Part-owner; 09/01/2020; 0 hrs.; 0 hrs.; Sole funder.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-03-22

Designations

• Certified Financial Planner