Ryan Jue, financial advisor San Francisco CA

Ryan Jue

CRD Number: 5178844
Current Firm: Ursa Financial, LLC

Ryan Jue (CRD# 5178844) is an Investment Advisor Representative working at Ursa Financial, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ursa Financial, LLC San Francisco, CA Nov 2019 - Current 4
Ursa Technologies, Inc. San Francisco, CA Oct 2019 - Current 4
Trim D.b.a Ask Benjamin, Inc. San Francisco, CA May 2017 - Oct 2019 2
Lumos Labs San Francisco, CA Aug 2015 - May 2017 1
Wedbush Securities San Francisco, CA Aug 2010 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Ryan J. Jue
Phone Number: 415-275-2065
Registered State(s):
  • CA
  • TX
Current Firm Details
Ursa Financial, LLC
Firm's CRD Number: 306491
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $42,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, LA, MI, MN, NC, NE, NH, NY, PA, TN, TX

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