Unclaimed
Ryan Monge is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2016. Ryan is registered with FINRA and has a Series 66 license. Ryan has a background in wealth management and provides financial advice to individual investors and families. Ryan specializes in a variety of financial services including investment management, financial planning, and retirement planning. Ryan holds a Bachelor of Science degree in Finance from The Ohio State University.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
07/21/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
05/01/2019 - 07/05/2022
MORGAN STANLEY (Columbus OH)
OH
10/12/2016 - 05/08/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
03/21/2016 - 10/20/2016
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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