Ryan Christopher Ortiz

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-05

Branch Locations

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

Organization	City	State	From	To
First Republic Securities Company, Llc	San Francisco	CA	06/2018	02/2022
First Republic Investment Management, Inc.	San Francisco	CA	02/2022	07/2023
California State University Chico	Chico	CA	06/2016	06/2018
California State University, Chico	Chico	CA	08/2014	05/2018
State Street	Sacramento	CA	05/2017	08/2017
J.P. Morgan Securities Llc	San Francisco	CA	01/2024	04/2024
Cresset Asset Management, Llc	Chicago	IL	04/2024	08/2025
J.P. Morgan Securities Llc	San Francisco	CA	07/2023	01/2024
Ieq Capital, Llc	Foster City	CA	10/2025	Present
Unemployed	San Francisco	CA	08/2025	10/2025

06/2018 → 02/2022

First Republic Securities Company, Llc

San Francisco, CA
02/2022 → 07/2023

First Republic Investment Management, Inc.

San Francisco, CA
06/2016 → 06/2018

California State University Chico

Chico, CA
08/2014 → 05/2018

California State University, Chico

Chico, CA
05/2017 → 08/2017

State Street

Sacramento, CA
01/2024 → 04/2024

J.P. Morgan Securities Llc

San Francisco, CA
04/2024 → 08/2025

Cresset Asset Management, Llc

Chicago, IL
07/2023 → 01/2024

J.P. Morgan Securities Llc

San Francisco, CA
10/2025 → Present

Ieq Capital, Llc

Foster City, CA
08/2025 → 10/2025

Unemployed

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-23

Other Firms