Jacob Ryan has been an investment adviser representative at Envision Financial Planning since July 2026, and is not listed among the firm’s executive officers or direct owners.
Envision Financial Planning, LLC is a Memphis, TN firm with $462M under management, 276 clients and 4 advisers in one office, as of its March 2026 filing.
Jacob Ryan’s longest registration is the current one, under a year at Envision Financial Planning since 2026. Before joining Envision Financial Planning in 2026, Jacob Ryan was registered through Wealthview Capital, LLC.
- – present · under a yearMemphis, TN · Adviser representative · Firm CRD 321790
- Wealthview Capital, LLC– · under a yearJackson, MS · Adviser representative · Firm CRD 149476
Investment adviser representative registrations
Jacob Ryan is registered as an investment adviser representative in Tennessee, since July 2026.
- TennesseeSince 6 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 2025 |
| Series 7TO | General Securities Representative Examination | 24 March 2025 |
| SIE | Securities Industry Essentials Examination | 9 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Tyler Ryan
- CRD
- 7681570
- Firm
- Envision Financial Planning · CRD 321790
- Office
- 5100 POPLAR AVENUE,, SUITE 2428, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Ryan work?
Jacob Ryan is an investment adviser representative registered through Envision Financial Planning, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Ryan a financial advisor?
Yes. Jacob Ryan has a current investment-adviser registration in Tennessee, through Envision Financial Planning since July 2026.
How many years of experience does Jacob Ryan have?
Jacob Ryan has 1 year in the financial industry, since September 2025, across 2 adviser firms.
What exams has Jacob Ryan passed?
Jacob Ryan has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2023.
Where did Jacob Ryan work before Envision Financial Planning?
Before Envision Financial Planning, Jacob Ryan was registered through Wealthview Capital, LLC, February 2026 to May 2026.
Where is Jacob Ryan based?
Jacob Ryan’s registered office is in Memphis, TN.
Is Jacob Ryan registered with FINRA?
No. Jacob Ryan has no current broker registration.
How can I verify Jacob Ryan’s record?
Search CRD 7681570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Ryan’s full registration record.