Ryan
Gundrum

J.P. Morgan Securities LLC

CRD#5360360
Investment Advisor
in New York, NY
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About this Advisor

Ryan Gundrum is a chartered financial analyst who works in New York, New York, who has been in the advisory business for 11 years. Gundrum currently works for J.P. Morgan Securities LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, University Of Maryland, J.P Morgan Chase Bank and J.P Morgan Securities LLC. Gundrum has Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Louisiana, New Jersey, North Carolina, Ohio and Texas. J.P. Morgan Securities LLC is a registered investment business based in New York, New York. The firm has offices in 5,365 locations and a total of 5,713 people on staff. It has $113 billion in assets among its 505,984 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 190 charitable organizations. Of its 505,984 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on the type of services provided. However, fee types billed by J.P. Morgan Securities LLC likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

277 Park Avenue 2Nd and 3Rd Floor
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ryan Gundrum Work History

Ryan has 11 years of experience.

2011 - Present (8 years)

J.P Morgan Chase Bank

2011 - Present (8 years)

J.P Morgan Securities LLC

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley Smith Barney

2007 - 2010 (3 years)

University Of Maryland

Disclosures

Ryan Gundrum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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