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.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jan 24, 2025

First registration

May 1, 2017

Dual registered

yes, broker-dealer

Other names

RYAN CHRISTOPHER ZYWOTKO

IAPD individual key

4787284

• Occurred

  Feb 12, 2025
  Advisor changed firm

  Ryan Zywotko left Caissa Wealth Strategies for J.P. Morgan Securities Llc (registered 2025-01-22)

  Form ADVobserved 4 days ago
• Occurred

  Jun 10, 2022
  Advisor changed firm

  Ryan Zywotko left Orgel Wealth Management, Llc for Caissa Wealth Strategies (registered 2022-10-31)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0687f26-6b18-35aa-7dbc-38f80bc3bfee

First observed

May 1, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.