Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
19yrs
Patrick Ryan
Financial advisor at J.P. Morgan Securities
Patrick Ryan has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Irvine, California. Patrick has been with J.P. Morgan Securities since 2023. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 21% by experience at J.P. Morgan Securities
Office3 Park Plaza Suite 700, Irvine, CA 92614
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Patrick
Local office(949) 852-4300Ask for Patrick. (800) 999-2000Main office · New York, NY 3 Park Plaza Suite 700Irvine, CA 92614Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (949) 852-4300 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Patrick Ryan.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. Top 21% by experience at J.P. Morgan Securities.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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