Wells Fargo Advisors
43yrs
Top advisor by experience in Long Beach
11yrs
Ryan Kates is a fiduciary financial advisor in Long Beach, New York, with 11 years in the industry. Ryan joined J.P. Morgan Securities in 2024, 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 37 advisors with offices in Long Beach, and one of 33 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 56% of advisors at J.P. Morgan Securities
Office220 E Park Ave, Long Beach, NY 11561
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
- Oct 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Ryan
(800) 999-2000Firm headquarters in New York, NY. Ask for Ryan. 220 E Park AveLong Beach, NY 11561Office · 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 Kates. Ryan works from the Long Beach, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2015, about 11 years. More experience than 56% of advisors 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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