Ryan Rice

Advisor at Edward Jones

Updated today

Location

Flatwoods, KY 41139-2503

Credentials

Series 66

Industry experience

16 years

About

Ryan Rice is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1113 Bellefonte Rd Suite A

Flatwoods, KY 41139-2503

Most active in

Kentucky · Texas

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher H

Series 63, Series 65

Flatwoods, KY

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Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.

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Robert B

Series 66

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Tax-loss harvesting Wealth management
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