Walled Lake Planning & Wealth Management
45yrs
Top advisor by experience in Highland Park
18yrs
Ryan Roth
Financial advisor at J.P. Morgan Securities
Ryan Roth is a fiduciary financial advisor in Highland Park, Illinois, with 18 years in the industry. Ryan joined J.P. Morgan Securities in 2017, 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 117 advisors with offices in Highland Park, and one of 109 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office513 Central Avenue, Highland Park, IL 60035
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
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Ryan
(800) 999-2000Firm headquarters in New York, NY. Ask for Ryan. 513 Central AvenueHighland Park, IL 60035Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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
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About Ryan
How do I contact Ryan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ryan Roth. Ryan works from the Highland Park, IL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2008, about 18 years. Top 24% 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.
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