Ryan J Stewart

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2015-01-29
CA	RA	APPROVED	2015-01-28
LA	RA	APPROVED	2015-01-28
NC	RA	APPROVED	2015-01-28
TX	RA	APPROVED	2015-01-28

OH RA
APPROVED

Since 2015-01-29
CA RA
APPROVED

Since 2015-01-28
LA RA
APPROVED

Since 2015-01-28
NC RA
APPROVED

Since 2015-01-28
TX RA
APPROVED

Since 2015-01-28

Branch Locations

Southlake, TX • United States

100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Los Angeles	CA	10/2010	Present
J.P. Morgan Securities Llc	Los Angeles	CA	10/2008	Present
Stewart Living Trust	Manhattan Beach	CA	10/2018	04/2021
Stewart Living Trust - Rental	Ft Worth	TX	05/2023	Present

10/2010 → Present

Jpmorgan Chase Bank, N.A.

Los Angeles, CA
10/2008 → Present

J.P. Morgan Securities Llc

Los Angeles, CA
10/2018 → 04/2021

Stewart Living Trust

Manhattan Beach, CA
05/2023 → Present

Stewart Living Trust - Rental

Ft Worth, TX

Other Businesses

Entity Name: Stewart Living Trust - Rental Investment related: No Address: 2424 Bermont Rd, Ft Worth, TX 76131 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 9204 Pepper Grass LLC Investment related: N Address: Southlake, TX 76092 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: One a single family home for rental purposes. Purchase price of $360k, with 25% down payment or $90,000 4407 CREST DRIVE INVESTMENT RELATED: NO NATURE OF OTHER BUSINESS: SINGLE FAMILY RENTAL UNIT/ONE HALF OF DUPLEX POSITION: SOLE PROPRIETOR START DATE: 8/15/12 APPROXIMATE #HOURS/MONTH: 2 APPROXIMATE #HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: OWNERSHIP-SMALL MAINTENANCE RESPONSIBILITIES. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-28
S63	Uniform Securities Agent State Law Examination	2003-12-16

S66 Uniform Combined State Law Examination

2015-01-28
S63 Uniform Securities Agent State Law Examination

2003-12-16

Other Names

Ryan Stewart
Ryan John Stewart

View on SEC IAPD