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James J Ryan

Morningstar Investment Services LLC

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About James J Ryan

James J Ryan is a financial advisor with over 4 years of experience in the financial services industry. James is registered with Morningstar Investment Services LLC in Chicago, IL. James is also registered as an Investment Advisor Representative in Illinois. Prior to joining Morningstar, James worked at Invesco Distributors, Inc. and Foreside Fund Services, LLC. James holds Series 7, 63 and 65 licenses as well as the Securities Industry Essentials Exam. James is a specialist in investment companies, pension and profit-sharing plans, corporations and other businesses, as well as individuals other than high-net-worth.

Firm Information

James Ryan is currently registered with Morningstar Investment Services LLC. Morningstar Investment Services LLC is a Limited Liability Company formed in 2000. Based in Chicago, IL, the firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. It also offers selection of other advisers services. The firm has a strong track record with over 59,686 accounts and more than $11.97 billion in regulatory assets under management. Morningstar Investment Services LLC is registered with the SEC and is licensed to operate in Illinois.
Morningstar Investment Services LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602-1605

$11.97B

Assets Under Management

9

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

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James Ryan’s Registration & Firm History

IL

12/02/2022 - Present

Morningstar Investment Services LLC (CHICAGO IL)

IL

06/15/2017 - 12/03/2020

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

IL

03/29/2017 - 05/30/2017

FORESIDE FUND SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James J Ryan.
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