Jeremy Joseph Ryan

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 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:

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

Current Employers

Employment History

• 01/2018 → Present
  Watson Coon Ryan, Llc
  Centennial, CO
• 02/2021 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 10/1992 → 12/2017
  Wilson Downing Group, Llc
  Wheat Ridge, CO

Other Businesses

1)WATSON COON RYAN, LLC POSITION: Managing Partner NATURE: Charles K Springer, CPA P.C. Lotspeich and Collins, P.C. are sole proprietor tax preparation firms with no staff who pay a monthly fee to Watson Coon Ryan, LLC for office space. Each firm has their own IT and phone systems and do not have access to any of our network. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 6025 South Quebec Street, Suite 260, Centennial CO 80111, United States DESCRIPTION: We have had these office sharing arrangements with both firms since our inception on January 1, 2018. There are not any duties other than periodically renewing the fee agreement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-02

Other Names

• Jeremy Ryan