Ryan Smith

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:

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

Current Employers

Employment History

• 07/2019 → 06/2020
  Axa Advisors, Llc
  Dallas, TX
• 08/2016 → 08/2017
  Trinity University
  San Antonio, TX
• 05/2018 → 06/2018
  Marshall Health
  Hunington, WV
• 08/2017 → 05/2019
  University Of Arkansas
  Fayetteville, AR
• 08/2018 → 07/2019
  Stir Bar And Nightclub
  Fayetteville, AR
• 07/2019 → 07/2020
  Equitable Advisors
  Dallas, TX
• 09/2020 → 09/2021
  Raymond James Financial Services Inc.
  Allen, TX
• 09/2020 → 09/2021
  Dawson Private Wealth
  Allen, TX
• 09/2020 → 09/2021
  First Choice Financial Planning Llc
  Allen, TX
• 01/2022 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 01/2022 → Present
  Jp Morgan Chase Bank, N.A.
  Dallas, TX
• 10/2021 → 12/2021
  Unemployed
  Dallas, TX

Previous Registrations

• 2021-01-01 → 2021-10-06
  First Choice Financial Planning Llc
  Allen, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-18
• S63 Uniform Securities Agent State Law Examination
  2019-10-12

Other Names

• Ryan Smith
• Ryan Michael Smith