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Ryan Fisher

22 Years of Experience
Gold River, CA
Broker

Ryan Fisher is a registered investment advisor at J.P. Morgan Securities LLC, based in Gold River, CA, with 22 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

11200 Gold Express Dr., Gold River, CA, 95670

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 13 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.Broker
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2011 · 3 yrs 10 mos
Citicorp Investment ServicesBroker
February 2004 - May 2007 · 3 yrs 3 mos
American Express Financial Advisors, INC.
June 2003 - July 2003 · 1 mo
American Express Financial Advisors INC.Broker
May 2003 - July 2003 · 2 mos
Ids Life Insurance CompanyBroker
May 2003 - July 2003 · 2 mos
State Registrations20 states
AZCACOFLHIIDILKSNCNVNYOHOKORTNTXUTWAWIWY
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.
Ryan Fisher - Financial Advisor | TrueAdvisor