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John Kevin Ryan

Advisor at UBS Financial Services — Rocky River, OH

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Rocky River, OH 44116

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,324

Across 989 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

John Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2007. Ryan serves on the board of directors for the Country Club of the Rockies, a golf social club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and distributes proprietary research to support tailored client strategies.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Rocky River, OH

18500 Lake Road, Suite 400

Rocky River OH 44116

Advisors at this office

20

Most active in

California · Colorado · Ohio · Texas

Work history

41 years of industry experience

UBS Financial Services

2007 - Present • 19 years

Rocky River, OH

KeyBanc Capital Markets Inc.

1999 - 2007 • 8 years

OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John S

Series 66

Westlake, OH

RFG Advisory, LLC

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

General retirement planning Wealth management Income planning Inherited wealth Early retirement planning Executive Founder/Business Owner Retired Doctor or Medical Professional Approaching retirement Retired Mid-Career Professionals Established Professionals Career Changers

Andrew L

Series 63, Series 66

Independence, OH

Eagle Strategies (NY Life)

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Inherited wealth Multi-generational wealth transfer Disability insurance Life insurance needs analysis Founder/Business Owner Executive Doctor or Medical Professional Dentist Young Professionals HENRY (High Earners, Not Rich Yet)
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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Annuities
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Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various asset classes.

Passive / index investing Wealth management
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Michael V

Series 65

Cleveland, OH

Volition Financial Network, LLC

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, Ohio, holding a Series 65 credential with eight years of industry experience. He has worked at Volition Financial Network since 2019 and Capital Financial Services, Inc. since 2017. Outside of his advisory work, he provides bookkeeping services for small family businesses through Vitantonio & Associates, Inc. Volition Financial Network, LLC offers discretionary portfolio management and investment consulting to individuals, trusts, estates, pension, and charitable clients. The firm employs a combination of fundamental and technical analysis and utilizes both in-house and third-party model portfolio strategies.

Active portfolio management
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Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
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