Joseph Erving Ryan

Current Employers

Employment History

• 02/2007 → Present
  United Wealth Management Group
  W. Springfield, MA
• 10/2016 → Present
  Kestra Advisory Services, Llc
  Chicopee, MA
• 08/2014 → Present
  Kestra Investment Services, Llc
  Chicopee, MA

Other Businesses

Name: J E Ryan Wealth Management Investment Related: Yes Address: 76 Dwight Street Chicopee MA 01013 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: registered rep and owner Start Date: 3/13/2006 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: investment management and guidance per client need Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: FOLEY/CONNELLY FINANCIAL PARTNERS POSITION: Senior Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/02/2025 ADDRESS: 76 Dwight St, Chicopee MA 01013, United States DESCRIPTION: investment management and guidance per client need Name: COMMITTEE MEMBER ON CHESTER FINANCE COMMITTEE POSITION: Committee member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Town Hall, Chester MA 01011, United States DESCRIPTION: Reviews budgets and other matters referred to the committee.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-17
• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1990-07-13

Other Names

• Joseph Erving Ryan
• Joseph Irving Ryan