Ryan Schwedfeger, financial advisor Canandaigua NY

Ryan Schwedfeger

CRD Number: 5697286
Current Firm: J.p. Morgan Securities LLC

Ryan Schwedfeger (CRD# 5697286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canandaigua, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Rochester, NY Oct 2012 - Current 11
Jpmorgan Chase Na Rochester, NY Jun 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Ryan Schwedfeger
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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