Joseph Ryan
Joseph Ryan is a registered investment advisor at Kestra Advisory Services, LLC, based in Chicopee, MA, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
76 Dwight St., Chicopee, MA, 01013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2001Other Business ActivitiesSells Insurance
Joseph is a registered representative and owner of J E Ryan Wealth Management, dedicating nearly all of his time to investment management and guidance. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and a Senior Advisor at FOLEY/CONNELLY FINANCIAL PARTNERS, focusing on investment management and guidance.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
NFP Securities, INC.Broker
New England SecuritiesBroker
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Conseco Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations18 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.