RH
CFP
RH
CFP
Ryan Hunter
10 Years of Experience
Boston, MA
1 DisclosureBroker
Ryan Hunter is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Boston, MA, with 10 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
160 Federal St, Floor 08, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020Closed-No Action
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2024 - Present · 2 yrs
J.P. Morgan Securities LLC
October 2024 - Present · 2 yrs
J.P. Morgan Securities LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Vanguard Advisers, INC.
May 2017 - August 2024 · 7 yrs 3 mos
Vanguard Marketing CorporationBroker
May 2017 - August 2024 · 7 yrs 3 mos
Morgan Stanley
December 2015 - March 2017 · 1 yr 3 mos
Morgan StanleyBroker
July 2015 - March 2017 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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