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Ryan Reynolds

17 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 17 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

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

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History

Regulatory History (1)
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Criminal
July 1996
Final Disposition
Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2025 - Present · 6 mos
J.P. Morgan Securities LLCBroker
November 2025 - Present · 6 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.