James Investment Research
34yrs
Top advisor by experience in Xenia
12yrs
Ryan Beach
Financial advisor at Edward Jones
Ryan Beach is a fiduciary financial advisor in Xenia, Ohio, with 12 years in the industry. Ryan joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 22 advisors with offices in Xenia, and one of 18 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 56% of advisors at Edward Jones
Office1202 N Monroe Dr, Xenia, OH 45385
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Contact Ryan
Local office(937) 372-9647Ask for Ryan. (314) 515-2000Main office · St. Louis, MO 1202 N Monroe DrXenia, OH 45385Office · Get directions
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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 Ryan’s local office at (937) 372-9647 or the Edward Jones main office at (314) 515-2000, and ask for Ryan Beach.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2014, about 12 years. More experience than 56% of advisors at Edward Jones.
What licenses does Ryan hold?
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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