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JR

Jason M. Ryan

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CRD#: 1656764
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.

Jason Michael Ryan was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1987. Jason had worked at 19 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 17, 2018 - February 11, 2019

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
HARTFORD, CT
Past

September 22, 2017 - July 6, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Denver, CO
Past

September 22, 2017 - July 6, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Denver, CO
Past

September 13, 2016 - May 19, 2017

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

July 30, 2010 - May 17, 2016

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

RIA
CRD#: 5308
WEST DES MOINES, IA
Past

July 27, 2010 - May 17, 2016

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

December 18, 2007 - April 14, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

April 20, 2007 - January 16, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
DENVER, CO
Past

April 20, 2007 - January 16, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
DENVER, CO
Past

July 13, 2006 - March 28, 2007

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
DENVER, CO
Past

December 19, 2005 - July 11, 2006

OSAIC FA, INC.

RIA
CRD#: 3978
DENVER, CO
Past

December 19, 2005 - March 25, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
DENVER, CO
Past

December 19, 2005 - July 11, 2006

OSAIC FA, INC.

BD
CRD#: 3978
DENVER, CO
Past

July 13, 2004 - December 20, 2005

OPTIMUM WEALTH, LLC

RIA
CRD#: 131053
DENVER, CO
Past

December 18, 2001 - November 29, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 18, 2001 - November 29, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

May 11, 2000 - November 12, 2001

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

January 24, 2000 - February 15, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 24, 1999 - December 23, 1999

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

April 28, 1998 - July 26, 1999

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
WEST CHESTER, PA
Past

May 29, 1997 - January 15, 1998

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

July 14, 1987 - July 23, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

May 21, 1987 - June 16, 1987

POWER SECURITIES CORPORATION

BD
CRD#: 15527

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
Series 63
Date: 4/16/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SE
SAYBRUS EQUITY SERVICES, LLC
SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: , 8-68521

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One American Row, Hartford, CT 06102-5056
Mailing Address
P.o. Box 5056, Hartford, CT 06102-5056
Phone number
(860) 403-3100
Established
Delaware since 10/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY
ALI, AZIZVICE PRESIDENT5030560
CASSIDY, EDWARD WILLIAM JREXEC. VP / INTERNAL DIRECTOR1606787
COSTENBADER, WALTER RUSSELLFINOP1828345
HALPERIN, JEFFREY PAULINTERNAL DIRECTOR2899327
LOWE, MOIRA CRONANPRESIDENT / CEO / INTERNAL DIRECTOR4076427
MOORE, GIDEON CLOYESCHIEF LEGAL OFFICER7011735
SADOWSKI, ADAM MARKASSISTANT VICE PRESIDENT4578505
SIINO, KATHERINE MARYAVP & CHIEF COMPLIANCE OFFICER1666402
TOMKO, CHRISTINECFO, PFO, POO6989991
VIETRI, MICHAEL JOSEPHINTERNAL DIRECTOR1068983

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


SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

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