JR
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Jeffrey Ryan

28 Years of Experience
Chesterton, IN
Broker

Jeffrey Ryan is a registered investment advisor at Cetera Investment Advisers LLC, based in Chesterton, IN, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Chesterton, IN

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jeffrey operates as a wealth advisor under Ergawealth Advisors, providing financial planning and investment services, dedicating nearly full-time hours to this. He is also the owner of Ryan Investment Management and an advisory representative for Ergawealth Advisors, Inc., spending nearly full-time hours on these activities as well.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Ergawealth Advisors, INC.
January 2018 - Present · 8 yrs 4 mos
Cetera Advisors LLCBroker
June 2014 - Present · 11 yrs 11 mos
Cetera Advisors LLC
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
June 2014 - March 2024 · 9 yrs 9 mos
Fifth Third Securities, INC.
February 2005 - June 2014 · 9 yrs 4 mos
Fifth Third Securities, INC.Broker
February 2000 - June 2014 · 14 yrs 4 mos
Wedgewood Partners, INC.Broker
May 1999 - February 2000 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - April 1999 · 2 yrs
State Registrations10 states
CAFLILINLAMIOHPASCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.