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Jeffrey William Ryan

Charles Schwab & CO., Inc.

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About Jeffrey William Ryan

Jeffrey Ryan is an investment advisor representative at Charles Schwab & CO., Inc. based in Lone Tree, Colorado. Jeffrey has over 13 years of experience in the financial services industry. Jeffrey has held previous positions at USAA FINANCIAL ADVISORS, INC. in Colorado Springs, Colorado, GUARDIAN INVESTOR SERVICES LLC in New York, New York, QUICK & REILLY, INC. in New York, New York, and DEAN WITTER REYNOLDS INC. in Purchase, New York. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 7, and Series 65 licenses. Jeffrey is also a Certified Financial Planner (CFP).

Firm Information

Jeffrey Ryan is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jeffrey Ryan’s Registration & Firm History

CO

05/23/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

06/10/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

NY

05/10/2001 - 05/12/2003

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

NY

11/27/2000 - 03/05/2001

QUICK & REILLY, INC. (NEW YORK NY)

NY

10/22/1999 - 10/20/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/19/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey William Ryan.
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