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JR

Jacob T. Ryan

Some features on this profile are disabled
CRD#: 7681570
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.

Jacob Tyler Ryan was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2025. Jacob had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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

February 5, 2026 - May 4, 2026

WEALTHVIEW CAPITAL, LLC

RIA
CRD#: 149476
JACKSON, MS
Past

March 24, 2025 - October 15, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
METAIRIE, LA

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".
WC
WEALTHVIEW CAPITAL, LLC
TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC

CRD#: 149476 / SEC#: 801-79342

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Alabama
Registered Investment Advisory firm - (4/3/2014 Terminated)
Louisiana
Registered Investment Advisory firm - (4/3/2014 Terminated)
Mississippi
Registered Investment Advisory firm - (4/16/2014 Terminated)
Tennessee
Registered Investment Advisory firm - (5/31/2013 Terminated)
Texas
Registered Investment Advisory firm - (4/3/2014 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
IAR
Series 65
Date: 12/15/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/9/2023
Securities Industry Essentials Examination

Current Firm

WC
WEALTHVIEW CAPITAL, LLC
TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC

CRD#: 149476 / SEC#: 801-79342

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Alabama
Registered Investment Advisory firm - (4/3/2014 Terminated)
Louisiana
Registered Investment Advisory firm - (4/3/2014 Terminated)
Mississippi
Registered Investment Advisory firm - (4/16/2014 Terminated)
Tennessee
Registered Investment Advisory firm - (5/31/2013 Terminated)
Texas
Registered Investment Advisory firm - (4/3/2014 Terminated)
Loading...

Contact information

Main Address
4500 I-55 North, Suite 263, Jackson, MS 39211
Mailing Address
Phone number
(601) 981-4040
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHVIEW CAPITAL, LLC ADV PART 2A FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts511
AUM (Assets Under Management)$ 286,766,435

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

WEALTHVIEW CAPITAL, LLC

CRD#: 149476

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