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Jason Michael Ryan

CRD# 1656764·Registered 1987 - 2019
Previously Registered: Being a previously registered professional could mean that Jason 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.

Professional Summary

Jason Michael Ryan was a registered financial advisor. Jason was a previously registered financial professional and started their career in finance 1987 - 2019. Jason had worked at 19 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

SAYBRUS EQUITY SERVICES, LLC·CRD# 153319
BD
Hartford, CT
September 17, 2018 - February 11, 2019
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
RIA
Denver, CO
September 22, 2017 - July 6, 2018
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
BD
Denver, CO
September 22, 2017 - July 6, 2018
HORACE MANN INVESTORS, INC.·CRD# 11643
BD
Springfield, IL
September 13, 2016 - May 19, 2017
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.·CRD# 5308
RIA
West Des Moines, IA
July 30, 2010 - May 17, 2016
FBL MARKETING SERVICES, LLC·CRD# 5309
BD
West Des Moines, IA
July 27, 2010 - May 17, 2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
Denver, CO
December 18, 2007 - April 14, 2009
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
RIA
Denver, CO
April 20, 2007 - January 16, 2008
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Denver, CO
April 20, 2007 - January 16, 2008
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Denver, CO
July 13, 2006 - March 28, 2007
OSAIC FA, INC.·CRD# 3978
RIA
Denver, CO
December 19, 2005 - July 11, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Denver, CO
December 19, 2005 - March 25, 2006
OSAIC FA, INC.·CRD# 3978
BD
Denver, CO
December 19, 2005 - July 11, 2006
OPTIMUM WEALTH, LLC·CRD# 131053
RIA
Denver, CO
July 13, 2004 - December 20, 2005
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
December 18, 2001 - November 29, 2005
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
December 18, 2001 - November 29, 2005
TRANSAMERICA CAPITAL, LLC·CRD# 8217
BD
Denver, CO
May 11, 2000 - November 12, 2001
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
January 24, 2000 - February 15, 2000
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Saint Paul, MN
November 24, 1999 - December 23, 1999
SLD AMERICA EQUITIES, INC.·CRD# 36259
BD
West Chester, PA
April 28, 1998 - July 26, 1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC.·CRD# 7834
BD
New York, NY
May 29, 1997 - January 15, 1998
BLINDER, ROBINSON & CO., INC.·CRD# 5096
BD
July 14, 1987 - July 23, 1987
POWER SECURITIES CORPORATION·CRD# 15527
BD
May 21, 1987 - June 16, 1987

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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)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY—
ALI, AZIZVICE PRESIDENT / INTRNAL DIRECTOR5030560
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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1997About the Series 6 exam

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CRS (Client Relationship Summary)

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

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