Ryan Jamaleddine
Advisor at Merrill — Tulsa, OK 6100 S Yale Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Tulsa, OK 74136
Merrill
Institution
Ryan Jamaleddine is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients build confidence in their financial future through a personalized and educational planning process. His areas of expertise include investment management, tax-efficient planning strategies, wealth transfer planning, and providing banking and lending solutions through Bank of America.
Ryan works with clients to develop comprehensive financial strategies that align with their goals and values. Every client relationship begins with the Merrill Personal Wealth Analysis®, a comprehensive planning tool designed to help organize, manage, grow, and preserve wealth. He emphasizes listening to client priorities, maintaining accessibility, providing informed perspective, educating clients to empower decision-making, and collaborating with clients' other trusted professionals.
Ryan holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA).
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tulsa, OK 6100 S Yale Ave
6100 S Yale Ave
Tulsa OK 74136
Advisors at this office
58
Oklahoma · Texas
3 years of industry experience
Merrill
2022 - Present • 4 years
Tulsa, OK
MidFirst Bank
2021 - 2022 • 1 year
Oklahoma City, OK
University of Oklahoma
2020 - 2020 • 1 year
Norman, OK
Blake Nightingale State Farm
2020 - 2020 • 1 year
Oklahoma City, OK
Unemployed
2020 - 2020 • 1 year
Tulsa, OK
University of Oklahoma
2019 - 2020 • 1 year
Norman, OK
Southern Hills Country Club
2019 - 2019 • 1 year
Tulsa, OK
University of Oklahoma
2018 - 2019 • 1 year
Tulsa, OK
University of Oklahoma
2018 - 2018 • 1 year
Tulsa, OK
Unemployed
2018 - 2018 • 1 year
Tulsa, OK
University of Oklahoma
2017 - 2018 • 1 year
Norman, OK
Unemployed
2017 - 2017 • 1 year
Tulsa, OK
Alyssa Bridal; Tuxedo
2015 - 2017 • 2 years
Tulsa, OK
Palomar College
2014 - 2016 • 2 years
San Marcos, CA
Tulsa Community College
2013 - 2019 • 6 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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