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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

Johnathan Charles Breen

Advisor at ONESEVEN

Beverly, MA | BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53005959-7d2f-255f-bc15-6ea18e1f63e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 22, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONESEVEN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 21, 2014
First registration: May 22, 2014
Dual registered: yes, broker-dealer
IAPD individual key: 6314805

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Oneseven	Independent wealth	Sep 17, 2025	n/a	yes	BEACHWOOD, OH\|Beverly, MA	Current employment
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Jul 3, 2024	Oct 8, 2025	no	Beverly, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 7, 2018	Jun 28, 2024	no	BEVERLY, MA	Previous registration
BOSTON HARBOR WEALTH ADVISORS, LLC	Former SEC adviser	Oct 3, 2016	Oct 30, 2018	no	ACTON, MA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 22, 2014	Sep 30, 2016	no	Hingham, MA\|Middleton, MA\|WESTBOROUGH, MA\|Boston, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WORLD INVESTMENT ADVISORS, LLC	Oneseven	Oct 8, 2025	Sep 17, 2025	-21	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WORLD INVESTMENT ADVISORS, LLC	Jun 28, 2024	Jul 3, 2024	5	Bulk transfer	Other
BOSTON HARBOR WEALTH ADVISORS, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 30, 2018	Mar 7, 2018	-237	Firm change after gap	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	BOSTON HARBOR WEALTH ADVISORS, LLC	Sep 30, 2016	Oct 3, 2016	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
208512:283087:MA:2025-10-08	Oct 8, 2025	Sep 17, 2025	BEVERLY, MA	Firm change
282486:149018:MA:2018-10-30	Oct 30, 2018	Mar 7, 2018	ACTON, MA	Firm change after gap

Relationships

Registered with (5)

→ ONESEVENRegistered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 3, 2024 to Oct 8, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 7, 2018 to Jun 28, 2024factForm ADV
→ BOSTON HARBOR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 3, 2016 to Oct 30, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 22, 2014 to Sep 30, 2016factForm ADV

Dated events

Occurred
Oct 8, 2025
Advisor changed firm
Johnathan Charles Breen left World Investment Advisors, Llc for Oneseven (registered 2025-09-17)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53005959-7d2f-255f-bc15-6ea18e1f63e1
First observed: May 22, 2014
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Johnathan Charles Breen

Advisor at ONESEVEN

Beverly, MA | BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53005959-7d2f-255f-bc15-6ea18e1f63e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Oneseven

Independent wealth

Sep 17, 2025

n/a

yes

BEACHWOOD, OH|Beverly, MA

Current employment

WORLD INVESTMENT ADVISORS, LLC

Other adviser

Jul 3, 2024

Oct 8, 2025

Beverly, MA

Previous registration

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Bd affiliated wealth

Mar 7, 2018

Jun 28, 2024

BEVERLY, MA

Previous registration

BOSTON HARBOR WEALTH ADVISORS, LLC

Former SEC adviser

Oct 3, 2016

Oct 30, 2018

ACTON, MA

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

May 22, 2014

Sep 30, 2016

Hingham, MA|Middleton, MA|WESTBOROUGH, MA|Boston, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WORLD INVESTMENT ADVISORS, LLC

Oneseven

Oct 8, 2025

Sep 17, 2025

-21

Firm change

Other

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WORLD INVESTMENT ADVISORS, LLC

Jun 28, 2024

Jul 3, 2024

Bulk transfer

Other

BOSTON HARBOR WEALTH ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 30, 2018

Mar 7, 2018

-237

Firm change after gap

RIA to ibd

AMERIPRISE FINANCIAL SERVICES, LLC

BOSTON HARBOR WEALTH ADVISORS, LLC

Sep 30, 2016

Oct 3, 2016

Firm change

Other

Team

Left

Joined

From

Kind

208512:283087:MA:2025-10-08

Oct 8, 2025

Sep 17, 2025

BEVERLY, MA

Firm change

282486:149018:MA:2018-10-30

Oct 30, 2018

Mar 7, 2018

ACTON, MA

Firm change after gap