ChooseAFinancialAdvisor.com
Advisors / Missouri / Clayton
2yrs

Ryan Hake

Financial advisor at J.P. Morgan Securities

Based in Clayton, Missouri, Ryan Hake is a fiduciary financial advisor with 2 years of industry experience. Ryan has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.

Clayton, MO 63105Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7700 Forsyth Blvd Floor 12 Suite 1200, Clayton, MO 63105
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

  1. 2024 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 J.P. Morgan Securities at 800-999-2000 and ask for Ryan Hake. Ryan works from the Clayton, MO office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2024, about 2 years. 2 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.

Other advisors nearby

Morgan Stanley
47yrs
Daniel Naert
Financial advisor
7733 Forsyth Boulevard Suite 2100
Clayton, MO 63105
Top advisor by experience in Clayton
Fiduciary
Call Directions
UBS Financial Services
47yrs
Leo Schmid
Financial advisor
8027 Forsyth Blvd Suite 1010
Clayton, MO 63105
Top 1% by experience in Clayton
Fiduciary
Call Directions
Morgan Stanley
46yrs
George Peters
Financial advisor
7733 Forsyth Boulevard Suite 2100
Clayton, MO 63105
Top 1% by experience in Clayton
Fiduciary
Call Directions
Cetera Investment Advisers
46yrs
David Smith
Financial advisor
7777 Bonhomme Suite 1725
Clayton, MO 63105
Top 1% by experience in Missouri
ChFC
Call Directions
Morgan Stanley
46yrs
Richard Fister
Financial advisor
7733 Forsyth Boulevard Suite 2100
Clayton, MO 63105
Top 1% by experience in Missouri
Fiduciary
Call Directions
&partners
46yrs
Richard Morgenstern
Financial advisor
7701 Forsyth Blvd. 8th Floor
Clayton, MO 63105
Top 1% by experience in Missouri
CFP®Fiduciary
Call Directions

See all advisors near Clayton