John Ryan is a CFP-designated registered investment advisor at Edward Jones, based in Silvis, IL, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
1220 18th Street Suite 112, Silvis, IL, 61282-1709
Get directionsHistory
Regulatory History (1)
Criminal
July 1996Other Business Activities
John is the owner/president of Capital Investment Strategies, Inc., involved in agriculture and property management since 1993, dedicating about 10-20% of his time. He is also a co-owner of Old Spot Racing, training race horses, and a member/co-owner of Hummingbird Ranch, LLC, involved in horse training and boarding, dedicating a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Qa3 Financial CORP.Broker
Capital Investment Strategies, INC.
Freedom Financial, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Freedom Financial, INC.Broker
Royal Alliance Associates, INC.Broker
Money Concepts Capital CORPBroker
First Investors CorporationBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.