Ryan Kimes
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCDec 2024 to now
- JPMorgan Chase Bank, N.A.Dec 2024 to now
- Wcg Wealth Advisors, LLCSep 2024 to Nov 2024
- Pure FinancialApr 2021 to Sep 2024
- Superior Planning Inc.Aug 2020 to Mar 2021
- Sentinel Wealth Management LLC (independent)Apr 2018 to Sep 2020
- Freedom Equity Group (insured Wealth Solutions)Oct 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 6551583
- Firm CRD
- 79