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Advisors / Texas / Houston
28yrs

Ryan Ingram

Financial advisor at J.P. Morgan Securities

Based in Houston, Texas, Ryan Ingram is a fiduciary financial advisor with 28 years of industry experience. Ryan has been with J.P. Morgan Securities since 2013; before that, Ryan spent nine years at Merrill and six years at Citigroup Global Markets. Ryan holds the CFP® designation.

One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.

Houston, TX 77056CFP®Top 6% by experience at J.P. Morgan SecuritiesFiduciary advisor

At a glance

Experience28 years (since 1998)
How that compares ?Top 6% by experience at J.P. Morgan Securities
Office5177 Richmond Avenue, Houston, TX 77056
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state

Services through J.P. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
  2. 2004 – 2013
    MerrillPreviously
  3. 1998 – 2004

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Ryan Ingram. Ryan works from the Houston, TX office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 1998, about 28 years. Top 6% by experience at J.P. Morgan Securities.

What licenses does Ryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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