Ryan DonnellyCRD 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 Shelby Township, MI and has over 6 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Jpmorgan Securities LLC||Utica, MI||Mar 2016 - Current||2|
|Jpmorgan Chase Bank||Utica, MI||Mar 2016 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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, WY
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