Ryan Donnelly, financial advisor Utica MI
90 score

Ryan Donnelly

CRD Number: 5973786
Current Firm: J.p. Morgan Securities LLC

Ryan Donnelly (CRD# 5973786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Utica, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Utica, MI Mar 2016 - Current < 1
Jpmorgan Chase Bank Utica, MI Mar 2016 - Current < 1
Lpl Financial Southfield, MI Apr 2014 - Mar 2016 1
Talmer Bank And Trust Southfield, MI Apr 2014 - Mar 2016 1
The Huntington Investment Company Warren, MI Jun 2013 - Apr 2014 < 1
Unemployed Fraser, MI Oct 2012 - Jun 2013 < 1
Edward Jones Shelby Township, MI May 2012 - Oct 2012 < 1
Edward Jones St Louis, MO Sep 2011 - May 2012 < 1
Unemployed Fraser, MI Jun 2011 - Sep 2011 < 1
Western Michigan University Kalamazoo, MI Aug 2009 - Jun 2011 1
Macomb Community College Warren, MI Aug 2006 - Aug 2009 3
General Motors Powertrain Warren, MI Apr 2007 - Jul 2008 1
Lakeside Building Services Warren, MI Jan 2007 - Apr 2007 < 1
Duncan Architectural Warren, MI Feb 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Ryan A. Donnelly
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
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
90
Clean Record
This advisor has a clean track record with regulators.

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