Ryan
Jones-Casey

Natural Investments

CRD#5840232
Investment Advisor
in Windsor, CA

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About this Advisor

Ryan Jones-Casey is a financial advisor operating out of Windsor, California, who has 7 years of relevant experience. Jones-Casey is on the advisory team at Natural Investments. Over the course of their career, Jones-Casey has held roles at Kms Financial Services Inc and Natural Investments. Jones-Casey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota and Washington. Natural Investments is a registered investment business operating in Windsor, California. The investment advisory business has offices in 15 locations and a total of 22 advisors. It oversees $2 billion in assets among its 1,215 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 1,215 client accounts, 20% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Natural Investments likely are comprised of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Windsor, CA

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Natural Investments Brokerage Details

Total Assets Under Management

$1,674,140,436

Total Number of Employees

22

Total Number of Accounts

1,215

Average Account Size

$1,377,893

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Jones-Casey Work History

Ryan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Natural Investments

2010 - 2016 (6 years)

Kms Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Jones-Casey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Natural Investments

Tiffany Brown
Windsor, CA
Diana Yanez
Windsor, CA
Carrie Vanwinkle
Windsor, CA
Kirbie Crowe
Greenville, SC
Nonkululeko Maphalala
Windsor, CA
Joel Koerner
Louisville, KY
Gregory Pitts
White Plains, NY
Ryan Jones-Casey
Windsor, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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