Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Ryan Matthew Reffner
CRD#: 4984584
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 421 BERLIN RD A
HURON, OH 44839-1784
Registration History
200620082010201220142016201820202022202420262 FIRMS2013 - 2015 (2 years)2 FIRMS2015 - Present (9 years)BEDWARD JONES (CRD# 250)2005 - 2013 (7 years)IAEDWARD JONES (CRD# 250)2007 - 2013 (6 years)
License(s)

State Registrations

B
California 3/14/2023
B
New York 5/8/2023
B
Colorado 6/13/2022
B
North Carolina 6/21/2016
B
Florida 7/24/2015
B
Ohio 7/24/2015
B
Georgia 8/14/2015
IA
Ohio 7/24/2015
B
Kansas 6/26/2023
B
South Carolina 2/2/2023
B
Kentucky 9/15/2015
B
Tennessee 5/23/2024
B
Michigan 12/2/2015
B
Texas 12/7/2015
B
Mississippi 5/2/2022
IA
Texas 2/19/2019
B
Missouri 10/23/2024
B
Virginia 7/24/2015

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
421 BERLIN RD A, HURON, OH 44839-1784
Registered with this firm since 7/24/2015
B
EDWARD JONES (CRD#:250)
421 BERLIN RD A, HURON, OH 44839-1784
Registered with this firm since 7/24/2015
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/20/2013 - 07/29/2015 LPL FINANCIAL LLC (CRD#:6413) FOSTORIA, OH
B
 02/19/2013 - 07/29/2015 LPL FINANCIAL LLC (CRD#:6413) FOSTORIA, OH
IA
 01/25/2007 - 02/21/2013 EDWARD JONES (CRD#:250) FOSTORIA, OH
B
 08/30/2005 - 02/21/2013 EDWARD JONES (CRD#:250) FOSTORIA, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.