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Advisors / Pennsylvania / Jenkintown
9yrs

Ryan Sacks

Financial advisor at Wells Fargo Advisors

Ryan Sacks has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Jenkintown, Pennsylvania. Ryan has been with Wells Fargo Advisors since 2026. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 77 advisors with offices in Jenkintown, and one of 66 fiduciaries.

Jenkintown, PA 19046Fiduciary advisor

At a glance

Experience9 years (since 2018)
How that compares ?9 years in the industry
Office165 Township Line Rd Suite 200 Two Pitcairn Place, Jenkintown, PA 19046
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Wells Fargo Advisors at 314-875-3000 and ask for Ryan Sacks. Ryan works from the Jenkintown, PA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2018, 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?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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