John Robert Slane
Investment adviser representative at One Day In July LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
Are you John Robert Slane? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- One Day In July LLCNov 2025 to now
- Ned S Church GroupJun 2023 to Oct 2025
- UnemployedSep 2017 to May 2023
- True North FinancialJan 2017 to Aug 2017
- National Life GroupSep 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
One Day In July LLC
$1.4BAssets managed
1,381Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8185285
- Firm CRD
- 284335