Ryan Woodman, financial advisor Stow OH
83 score

Ryan Woodman

CRD Number: 4516137
Current Firm: J.p. Morgan Securities LLC

Ryan Woodman (CRD# 4516137) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stow, OH 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 Stow, OH Oct 2012 - Current 4
Jpmorgan Chase Na Akron, OH Apr 2007 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson, OH Nov 2006 - Jan 2007 < 1
Cco Investment Services Corp Woodmere, OH Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ryan E. Woodman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
83

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