Unclaimed
Jonas Gerhard Ryan is a financial professional with experience in the securities industry. Jonas holds the Series 63, Series 79TO and SIE licenses. Jonas has been active in the industry since 2018. Currently, Jonas is registered with Goldman Sachs & Co. LLC, and previously worked at BMO Capital Markets Corp. Jonas is registered in all 50 states and the District of Columbia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
02/03/2022 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
12/26/2018 - 11/11/2021
BMO CAPITAL MARKETS CORP. (New York NY)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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