Jeffrey Mark Ryan
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Commonwealth Financial NetworkJul 2024 to now
- Beacon Benefits AdvisorMar 2023 to now
- UnemployedJun 2022 to Mar 2023
- Nova 401k Solutions TpaJul 2020 to Jun 2022
- UnemployedFeb 2020 to Jul 2020
- Futureplan TpaMay 2018 to Jan 2020
- Asperia TpaJan 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4527404
- Firm CRD
- 8032