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Ryan Meyers Jones-casey

Natural Investments

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About Ryan Meyers Jones-casey

Ryan Meyers Jones-casey is an investment advisor representative at Natural Investments. Ryan is licensed in Minnesota and Washington. Ryan's professional experience includes working for KMS Financial Services, Inc. Ryan has specialized in providing financial planning, portfolio management for individuals, and educational seminars. Ryan is registered to provide investment advice in the following areas: Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers, and Financial Planning.

Firm Information

Ryan Jones-casey is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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other

Financl plng fees either on a project, hourly or retainer basis

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Ryan Jones-casey’s Registration & Firm History

CA

08/08/2016 - Present

Natural Investments (WINDSOR CA)

WA

10/20/2010 - 08/08/2016

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 12/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Meyers Jones-casey.
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