Ryan Gregory Cross

Employer firm

Clariti Wealth Advisors CRD 104804

$798M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Jpmorgan Services Inc.
  Newark, DE
• 12/2003 → Present
  J.P. Morgan Securities Inc.
  Newark, DE
• 09/2004 → Present
  Schiavi + Dattani
  Wilmington, DE

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-03

Designations

• Certified Financial Planner