Searle & Co.
47yrs
Top advisor by experience in Greenwich
26yrs
Ryan McGrath
Financial advisor at J.P. Morgan Securities
Based in Greenwich, Connecticut, Ryan McGrath is a fiduciary financial advisor with 26 years of industry experience. Ryan has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 9% by experience at J.P. Morgan Securities
Office100 W Putnam Ave Floor 04, Greenwich, CT 06830
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Ryan’s local office at (203) 863-5708 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Ryan McGrath.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2000, about 26 years. Top 9% 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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