Kevin Ryan
Investment adviser representative at Beacon Trust
10 yearsExperience
1 stateRegistered in
$4.4BFirm assets
11 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Beacon TrustApr 2025 to now
- JP Management LLCFeb 2023 to Apr 2025
- Kerry GroupJun 2022 to Aug 2022
- Yard HouseJan 2022 to Jun 2024
- Houston'sSep 2021 to Dec 2022
- Red LobsterMar 2020 to Sep 2021
- N/aMar 2018 to Mar 2020
- SubwayFeb 2018 to May 2018
- N/aAug 2017 to Feb 2018
- SubwayJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Trust
Legal name: Beacon Investment Advisory Services, Inc.
$4.4BAssets managed
2,939Clients
30Advisers
11 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
- 8077242
- Firm CRD
- 226547