Cetera Investment Advisers
42yrs
Top advisor by experience in Elk Grove
22yrs
Ryan Settle has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Elk Grove, California. After nine years at Merrill Lynch, Pierce, Fenner & Smith and a year at Banc of America Investment Services, Ryan joined J.p. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. J.p. Morgan Securities reports being paid through a percentage of assets.
One of 75 advisors with offices in Elk Grove, and one of 71 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at J.p. Morgan Securities
Office8451 Elk Grove Florin Road, Elk Grove, CA 95624
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
- 2018 – nowJ.p. Morgan Securities LLCCurrent firm
- 2009 – 2018
- Jan 2009 – Oct 2009Banc of America Investment Services, Inc.Previously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
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 Settle. Ryan works from the Elk Grove, CA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2004, about 22 years. Top 15% by experience at J.p. Morgan Securities.
What licenses does Ryan hold?
Series 63, Series 66. 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.
Other advisors nearby
O.v. Davi
39yrs
Top 3% by experience in Elk Grove
Commonwealth Financial Network
35yrs
Top 4% by experience in Elk Grove
Principal Securities
34yrs
Top 5% by experience in Elk Grove
Cambridge Investment Research Advisors
33yrs
Top 7% by experience in Elk Grove
Principal Securities
31yrs
Top 8% by experience in Elk Grove