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Ryan Reynolds
18 Years of Experience
Punta Gorda, FL
1 DisclosureBroker
Ryan Reynolds is a registered investment advisor at J.P. Morgan Securities LLC, based in Punta Gorda, FL, with 18 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, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
911 Tamiami Trl, Punta Gorda, FL, 33950
Get directionsHistory
Regulatory History (1)
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Criminal
July 1996Final Disposition
Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2025 - Present · 11 mos
J.P. Morgan Securities LLCBroker
November 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2014 - January 2022 · 7 yrs 1 mo
J.P. Morgan Securities LLC
December 2014 - January 2022 · 7 yrs 1 mo
Allstate Financial Advisors, LLC
June 2013 - May 2014 · 11 mos
Allstate Financial Services, LLCBroker
June 2013 - May 2014 · 11 mos
E*trade Capital Management, LLC
March 2011 - September 2012 · 1 yr 6 mos
E*trade Securities LLCBroker
March 2011 - September 2012 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - March 2011 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - March 2011 · 2 yrs 3 mos
Wachovia Securities, LLC
May 2007 - December 2008 · 1 yr 7 mos
Wachovia Securities, LLCBroker
May 2007 - December 2008 · 1 yr 7 mos
Metlife Investors Distribution CompanyBroker
September 2005 - May 2007 · 1 yr 8 mos
Nylife Securities INC.Broker
November 2003 - April 2004 · 5 mos
Nylife Distributors INC.Broker
August 2001 - June 2003 · 1 yr 10 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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