Paul M. Wendee & Associates
43yrs
Top advisor by experience in Vista
3yrs
Leonardo Ryan
Financial advisor at J.P. Morgan Securities
Based in Vista, California, Leonardo Ryan is a fiduciary financial advisor with 3 years of industry experience. Leonardo has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 42 advisors with offices in Vista, and one of 41 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office985 E. Vista Way, Vista, CA 92084
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
- Mar 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Leonardo
985 E. Vista WayVista, CA 92084Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Leonardo
Tailored to Leonardo’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 Leonardo
How do I contact Leonardo?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Leonardo Ryan. Leonardo works from the Vista, CA office.
How long has Leonardo been a financial advisor?
Leonardo has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Leonardo hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Leonardo a fiduciary?
Leonardo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leonardo paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Leonardo 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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