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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

John Mitchell Ryan

Advisor at EDWARD JONES

Helena, MT | SILVIS, IL

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Search this name across graphsid dfx:ria:36aaedd9-8e6f-d000-b5d1-438f9f17f5bc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 18, 1987
First registration: Mar 28, 2003
Dual registered: yes, broker-dealer
Other names: JOHN MITCHELL RYAN
IAPD individual key: 1702843

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Oct 14, 2011	n/a	yes	SILVIS, IL\|Helena, MT	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2011	Oct 31, 2011	no	MILAN, IL\|SAN DIEGO, CA\|MILAN, IL	Previous registration
CAPITAL INVESTMENT STRATEGIES, INC.	n/a	Feb 12, 2004	Dec 31, 2011	no	MILAN, IL	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Mar 28, 2003	Jan 6, 2004	no	BETTENDORF, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL INVESTMENT STRATEGIES, INC.	LPL FINANCIAL LLC	Dec 31, 2011	Feb 14, 2011	-320	Firm change after gap	Other
LPL FINANCIAL LLC	EDWARD JONES	Oct 31, 2011	Oct 14, 2011	-17	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	CAPITAL INVESTMENT STRATEGIES, INC.	Jan 6, 2004	Feb 12, 2004	37	Firm change	Other

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Oct 14, 2011 to presentfactForm ADV
→ CAPITAL INVESTMENT STRATEGIES, INC.Registered adviserregistration: previous registration
Feb 12, 2004 to Dec 31, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2011 to Oct 31, 2011factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Mar 28, 2003 to Jan 6, 2004factForm ADV

Dated events

No dated event names this entity yet.