Ryan Patrick Moll

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

• 08/2016 → 09/2018
  Bancwest Investment Services
  Pleasanton, CA
• 09/2018 → 03/2020
  J.P. Morgan Securities Llc
  Stockton, CA
• 09/2018 → 03/2020
  Jp Morgan Chase Bank, N.A.
  Stockton, CA
• 03/2020 → 07/2026
  Bank Of America, N.A./Merrill Lynch
  Manteca, CA
• 07/2026 → Present
  J.P. Morgan Securities Llc
  Clovis, CA
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Clovis, CA

Previous Registrations

• 2020-05-12 → 2026-07-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manteca, CA
  Modesto, CA
  Modesto, CA
  Selma, CA
  Visalia, CA
• 2018-09-24 → 2020-04-01
  J.P. Morgan Securities Llc
  Stockton, CA
  Stockton, CA
  Lodi, CA
• 2016-08-18 → 2018-09-25
  Bancwest Investment Services, Inc.
  Pleasanton, CA
  San Ramon, CA
  Sacramento, CA
  Sacramento, CA
• 2013-02-13 → 2016-08-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Livermore, CA
  Castro Valley, CA
  Livermore, CA
  Castro Valley, CA
  Pleasanton, CA
  Tracy, CA
  Tracy, CA
• 2011-05-09 → 2013-01-24
  Cetera Investment Services Llc
  Stockton, CA
• 2004-08-20 → 2005-01-21
  Dfc Investor Services
  Stockton, CA

Other Businesses

the name of the other business; Kingsburg CA Chamber of Commerce whether the business is investment-related; No the address of the other business; 1475 Draper Street Kingsburg CA 93631 the nature of the other business; No profit organization your position; Volunteer member title, or relationship with the other business; Volunteer the start date of your relationship; 01/29/2026 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Community networking

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06
• S63 Uniform Securities Agent State Law Examination
  1999-03-25
• S65 Uniform Investment Adviser Law Examination
  1999-03-19

Other Names

• Ryan Patrick Moll
• Ryan P Moll