UBS Financial Services
47yrs
Top advisor by experience in Phoenix
9yrs
Ryan Amy
Financial advisor at J.P. Morgan Securities
Ryan Amy is a fiduciary financial advisor in Phoenix, Arizona, with 9 years in the industry. After five years at TFO Family Office Partners, Ryan joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Ryan holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2017 – 2022TFO Family Office PartnersPreviously
Contact Ryan
Local office(480) 367-3293Ask for Ryan. (800) 999-2000Main office · New York, NY 4300 E Camelback Rd Suite #400, Floor 04Phoenix, AZ 85018Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Ryan’s local office at (480) 367-3293 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Ryan Amy.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Ryan hold?
Series 63, Series 65. 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.
Other advisors nearby
Sequent Planning
47yrs
Top advisor by experience at Sequent Planning
Smead Capital Management
46yrs
Top advisor by experience at Smead Capital Management
Merrill
46yrs
Top 1% by experience in Phoenix
LPL Financial
46yrs
Top 1% by experience in Phoenix
Sharpepoint
46yrs
Top 1% by experience in Phoenix