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Ryan Dix

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. J.P. Morgan Securities LLCJul 2021 to now
  2. JPMorgan Chase Bank, N.A.Jul 2021 to now
  3. UnemployedJun 2021 to Jun 2021
  4. JP Morgan Chase BankJun 2020 to Aug 2020
  5. Capitala Advisors Corp.Feb 2020 to Apr 2020
  6. Dix Barrett & StiltnerJun 2019 to Jul 2019
  7. Adp Total SourceJun 2018 to Aug 2018
  8. Dix Barrett & StiltnerJun 2018 to Jul 2018
  9. Sewanee: the University of the SouthAug 2017 to May 2021
  10. UnemployedJun 2017 to Jul 2017
  11. Dix Barrett & StiltnerJan 2017 to Apr 2017
  12. Steele Street Bank and TrustJul 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7406199
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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