JR
Jacob T. Ryan
WEALTHVIEW CAPITAL
Jackson, MS 39211
Some features on this profile are disabled
CRD#: 7681570
JR
Professional summary
Jacob Tyler Ryan is a registered financial advisor currently at WEALTHVIEW CAPITAL, LLC located in Jackson, Mississippi.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Tyler Ryan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 5, 2026 - Present
WEALTHVIEW CAPITAL, LLC
Office #1: 4500 I-55 North, Suite 263, Jackson, MS 39211RIA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(2/5/2026)
IAR
Colorado(2/5/2026)
IAR
Mississippi(2/5/2026)
IAR
Texas(2/5/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 511 |
| 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#: 149476Jackson, MS 39211TRUST BUT VERIFY
Monitor Jacob Ryan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
