Ryan
Jue
Ursa Financial, LLC
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About this Advisor
Ryan Jue is a chartered financial analyst based out of San Francisco, California who has 3 years of relevant experience. Jue works at Ursa Financial, LLC. Over the course of their career, they have held roles at Wedbush Securities, Ursa Financial, LLC, Ursa Technologies, Inc, Trim D.B.A Ask Benjamin, Inc and Lumos Labs. Jue holds a Series 63 license, certifying them as a securities broker, and is able to serve investors in California and Texas. Ursa Financial, LLC is a firm operating in San Francisco, California. It oversees $2 million in assets among its 218 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Ursa Financial, Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors are based on the type of services offered. However, fees charged by Ursa Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ursa Financial, LLC Brokerage Details
$1,689,418
1
218
$7,750
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Ryan Jue Work History
Ryan has been registered as a financial advisor for 3 years.*
Ursa Financial, LLC
Ursa Technologies, Inc
Trim D.B.A Ask Benjamin, Inc
Lumos Labs
Wedbush Securities
*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 Jue 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 Ursa Financial, LLC
San Francisco, 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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