John Ryan, financial advisor Twain CA
93 score

John Ryan

CRD Number: 5535619
Current Firm: Ubs Financial Services Inc.

John Ryan (CRD# 5535619) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Twain, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Florham Park, NJ Nov 2013 - Current 4
Ubs Financial Services Inc. Florham Park, NJ Feb 2009 - Nov 2013 4
Citigroup Global Markets Inc. Morristown, NJ May 2008 - Feb 2009 < 1
Nelsonbgelheim Phillips San Francisco, CA Oct 1999 - Apr 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for John F. Ryan
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    391,710
    MILLIONS
  • Total Number of Accounts
    885,967
    ACCOUNTS
  • Average Account Value
    $442,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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