JR
JR

James Ryan

34 Years of Experience
Baltimore, MD
Broker

James Ryan is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James serves as a power of attorney in Annapolis, Maryland, since March 2023. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1999 - December 2005 · 6 yrs 2 mos
Crestar Securities CorporationBroker
September 1997 - November 1999 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
May 1994 - May 1997 · 3 yrs
Rushmore Investment Brokers, INC.Broker
November 1989 - July 1994 · 4 yrs 8 mos
State Registrations30 states
AZCACOCTDCDEFLGAHIIDILMAMDMEMIMNMTNCNHNJNYORPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.