Ryan Catlin is a registered investment advisor at Edward Jones, based in Lawrence, KS, with 27 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
4828 Quail Crest Place Ste B, Lawrence, KS, 66049
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
January 2009Other Business Activities
Ryan is a board member of the Ballard Center and Lawrence Country Club since 2013. He dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations29 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.
Exams
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