Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
45yrs
Based in Denver, Colorado, James Ryan is a financial advisor with 45 years of industry experience. James joined Mercer Global Advisors in 2020, after 13 years at First Ohio Planning and seven years at First Ohio Advisors. James holds the CFP® designation.
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% by experience in Denver
Office1200 17th Street Suite 2000, Denver, CO 80202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?2 states
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowMercer Global Advisors Inc.Current firm
- 2007 – 2020First Ohio Planning, LLCPreviously
- 2001 – 2007First Ohio Advisors, Co.Previously
Contact James
(888) 885-8101Mercer Global Advisors main office 1200 17th Street Suite 2000Denver, CO 80202Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Mercer Global Advisors at (888) 885-8101 and ask for James Ryan. James works from the Denver, CO office.
How long has James been a financial advisor?
James has been in the industry since 1982, about 45 years. Top 1% by experience in Denver.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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