San Francisco, CA Montgomery St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
2
Of 14,280 advisors across 3,605 offices
Location
101 Montgomery St
San Francisco CA 94104
Advisors at this office
2
Advisors at this office
Ryan P
Series 66, Series 63
San Francisco, CA
J.P. Morgan Securities
Ryan Parry is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at UBS, Symmetry Financial Group, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Monterey Peninsula Country Club and Tehema Country Club for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.
Kristen C
Series 63
San Francisco, CA
J.P. Morgan Securities
Kristen Curtis is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 34 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012, and has been with Wm Financial Services, Inc. since 1997. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
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