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Ryan Ptak

J.P. Morgan Securities LLC

Irvine, CA

CRD 8135716

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-13
TX RA APPROVED 2025-08-13
  • CA RA
    APPROVED
    Since 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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
Jpmorgan Chase Bank, N.A. Irvine CA 07/2025 Present
J.P. Morgan Securities Llc Irvine CA 07/2025 Present
Unemployed Austin TX 06/2025 06/2025
The University Of Texas At Austin Austin TX 08/2023 05/2025
Unemployed Austin TX 06/2023 07/2023
Accenture Chicago IL 08/2019 05/2023
Unemployed Chicago IL 06/2019 07/2019
Google Ann Arbor MI 09/2018 05/2019
University Of Michigan Ann Arbor Ann Arbor MI 09/2015 05/2019
Gartner Irving TX 05/2018 08/2018
Us House Of Representatives Washington D.C. DC 06/2017 07/2017
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 07/2025 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 06/2025 → 06/2025
    Unemployed
    Austin, TX
  • 08/2023 → 05/2025
    The University Of Texas At Austin
    Austin, TX
  • 06/2023 → 07/2023
    Unemployed
    Austin, TX
  • 08/2019 → 05/2023
    Accenture
    Chicago, IL
  • 06/2019 → 07/2019
    Unemployed
    Chicago, IL
  • 09/2018 → 05/2019
    Google
    Ann Arbor, MI
  • 09/2015 → 05/2019
    University Of Michigan Ann Arbor
    Ann Arbor, MI
  • 05/2018 → 08/2018
    Gartner
    Irving, TX
  • 06/2017 → 07/2017
    Us House Of Representatives
    Washington D.C., DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
  • S66 Uniform Combined State Law Examination
    2025-07-01
Other Names
  • Ryan J Ptak

View on SEC IAPD

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