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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-04
OR RA APPROVED 2024-04-01
  • TX RA
    APPROVED
    Since 2024-04-04
  • OR RA
    APPROVED
    Since 2024-04-01

Branch Locations

560 Mission Street, San Francisco, CA 94105 • United States

805 Sw Broadway, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management Portland OR 01/2011 10/2023
First Republic Securities Company Portland OR 03/2015 10/2023
J.P. Morgan Securities Llc Portland OR 09/2023 Present
Jpmorgan Chase Bank, N.A. Portland OR 10/2023 Present
Tackle Ai, Llc Schaumburg IL 11/2024 Present
  • 01/2011 → 10/2023
    First Republic Investment Management
    Portland, OR
  • 03/2015 → 10/2023
    First Republic Securities Company
    Portland, OR
  • 09/2023 → Present
    Portland, OR
  • 10/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Portland, OR
  • 11/2024 → Present
    Tackle Ai, Llc
    Schaumburg, IL
Previous Registrations
  • 2015-10-07 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Portland, OR
    San Francisco, CA
    Portland, OR
Other Businesses

Entity Name: Tackle AI, LLC Investment related: No "Address: https://www.tackleai.com/ 475 N Martingale Rd Suite 1050 Schaumburg, IL 60173" Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 11/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: TackleAI is a leading artificial intelligence company, specializing in medical summary reviews, large-scale redactions and cyber breach notification lists. I have no responsibilities with the company, they have no affiliation with my role at JPMC or connection. I will just be a capital investor in a convertible note they are offering. Name: Transitional Youth Address: Portland, OR Investment-related: No Nature of the business: Transitional Youth serves homeless youth in Portland Oregon. Role: Board Member Start Date: 04/01/2022 Description of duties: Help the organizations mission of decreasing the cycle of homelessness. Number of hours each month: 2 Number of hours during trading: 0 Name: NOE International Address: PO Box 33152 Portland OR 97292 Investment-related: No Nature of the business: NOE stands for New Opportunities in Education. They offer accredited English programs that prepare students for college in low-income neighborhoods of Mexico. Their programs include art and music classes that aren't available in the schools as well as basketball teams that build cooperation skills and discipline. Everything at NOE starts with real-life skills classes offered to folks in low-income neighborhoods. Role: Board of Directors Start Date: 04/12/2018 Description of duties: I recently applied and was accepted to the board of directors. I will be helping to support the organization in their mission as part of this board service. Number of hours each month: 2 Number of hours during trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-29
  • S66 Uniform Combined State Law Examination
    2015-09-29
Designations
Other Names
  • Ryan Robert Jones

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