AdvisorOS Directory
Claim Profile
JR

James Patrick Ryans

THE SOCIAL+CAPITAL PARTNERSHIP LLC·MENLO PARK, California
Unclaimed Profile
506 SANTA CRUZ AVENUE, MENLO PARK, CA 94025CRD# 7718608Firm CRD# 304525
01

About

James Patrick Ryans is a registered financial advisor based in MENLO PARK, California, affiliated with THE SOCIAL+CAPITAL PARTNERSHIP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
THE SOCIAL+CAPITAL PARTNERSHIP LLC
SOCIAL CAPITAL
AUM
$1.5B
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at THE SOCIAL+CAPITAL PARTNERSHIP LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7718608
Firm CRD# 304525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Patrick Ryans offer?
James Patrick Ryans specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are James Patrick Ryans's credentials?
James Patrick Ryans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Ryans located?
James Patrick Ryans is based in MENLO PARK, California, working with THE SOCIAL+CAPITAL PARTNERSHIP LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does James Patrick Ryans charge for services?
James Patrick Ryans's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE SOCIAL+CAPITAL PARTNERSHIP LLC?
THE SOCIAL+CAPITAL PARTNERSHIP LLC is a registered investment adviser with the SEC, managing $1.5B in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile