Stifel, Nicolaus &
47yrs
Top 1% by experience in Houston
4yrs
Ryan Spaulding
Financial advisor at J.p. Morgan Securities
Based in Houston, Texas, Ryan Spaulding is a fiduciary financial advisor with 4 years of industry experience. Ryan joined J.p. Morgan Securities in 2023, 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office600 Travis St Floors 61st & 62nd, Houston, TX 77002
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
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 Spaulding. Ryan works from the Houston, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2022, about 4 years. 4 years in the industry.
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?
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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