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JR

John P. Ryan

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CRD#: 1299051
JR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Patrick Ryan, who also goes by Jay Ryan Jr, Jay Ryan, John Patrick Ryan Jr, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 15 firms and has passed the Series 66, Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay Ryan Jr | Jay Ryan | John Patrick Ryan Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 26, 2013 - July 24, 2015

WILLIAM O'NEIL + COMPANY

RIA
CRD#: 152620
NEW YORK, NY
Past

August 23, 2011 - March 19, 2012

AURIGA USA, LLC

BD
CRD#: 121731
NEW YORK, NY
Past

March 10, 2009 - October 15, 2010

EAST SHORE PARTNERS, INC.

BD
CRD#: 28999
HAUPPAUGE, NY
Past

June 22, 2005 - March 11, 2009

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

September 18, 2001 - July 5, 2005

THE WILLIAMS CAPITAL GROUP, L.P.

BD
CRD#: 35149
NEW YORK, NY
Past

April 19, 2000 - October 9, 2001

OSCAR GRUSS & SON INCORPORATED

BD
CRD#: 2091
NEW YORK, NY
Past

October 2, 1997 - April 24, 2000

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

February 25, 1997 - June 4, 1997

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

March 14, 1996 - February 19, 1997

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 22, 1991 - January 16, 1996

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

December 6, 1990 - July 31, 1991

E*TRADE CLEARING LLC

BD
CRD#: 25025
JERSEY CITY, NJ
Past

January 23, 1989 - January 7, 1991

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

November 10, 1987 - March 28, 1991

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
Past

January 19, 1987 - October 27, 1987

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
Past

September 24, 1984 - December 6, 1986

SALOMON BROTHERS INC.

BD
CRD#: 740

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WO
WILLIAM O'NEIL + COMPANY
WILLIAM O'NEIL + CO. INCORPORATED | WILLIAM O'NEIL + COMPANY

CRD#: 152620 / SEC#: 801-120403

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
California
Registered Investment Advisory firm - (5/4/2021 Terminated)
Connecticut
Registered Investment Advisory firm - (4/21/2020 Terminated)
Florida
Registered Investment Advisory firm - (4/20/2020 Terminated)
New York
Registered Investment Advisory firm - (3/1/2021 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 8/24/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WO
WILLIAM O'NEIL + COMPANY
WILLIAM O'NEIL + CO. INCORPORATED | WILLIAM O'NEIL + COMPANY

CRD#: 152620 / SEC#: 801-120403

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
California
Registered Investment Advisory firm - (5/4/2021 Terminated)
Connecticut
Registered Investment Advisory firm - (4/21/2020 Terminated)
Florida
Registered Investment Advisory firm - (4/20/2020 Terminated)
New York
Registered Investment Advisory firm - (3/1/2021 Terminated)
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Contact information


Main Address
12655 Beatrice Street Suite 2a, Los Angeles, CA 90066
Mailing Address
Phone number
(310) 448-6800
Established
Firm type
Fiscal year end
# of Employees
41

Documents


Latest Form ADV

Part 2 Brochures

WILLIAM O'NEIL & CO. BROCHURE (3/14/2025)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILLIAM O'NEIL + COMPANY

CRD#: 152620

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