Ryan Jue (CRD# 5178844) is an Investment Advisor Representative working at Ursa Financial, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2222281
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ursa Financial, LLC | San Francisco, CA | Nov 2019 - Current | 4 |
| Ursa Technologies, Inc. | San Francisco, CA | Oct 2019 - Current | 5 |
| 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 |
- CA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$42,453
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, IL, LA, MI, MN, NC, NE, NH, NY, PA, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.