Ryan A. JonesRyan A. Jones, CFP®Vice PresidentInvestment Associate
About Ryan
Ryan Jones is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Ryan provides sustained advice and guidance to accomplished individuals and families, helping them address meaningful goals in their wealth, lives and legacies. He offers a deeply customized approach that is attuned to the specific circumstances of each relationship, supporting clients in unifying multiple aspects of their finances to forge a greater whole.
With more than two decades of experience, Ryan appreciates the complexities that wealth can pose. A patient guide and natural teacher, he enjoys helping clients simplify the intricacies of their financial pictures, enhancing their ability to make informed decisions. Clients look to Ryan for insights in areas that include risk mitigation, portfolio allocation, trust and estate planning services, and financial planning. Ryan, in turn, is honored to be a trusted member of a client's inner circle, working to advance steady progress on their short- and long-term goals.
As a member of the team's Investment Committee, Ryan also contributes to the management of its proprietary investment program, which features a long-term track record. An avid student of the markets, he regularly undertakes investment analysis and research, sharing his ideas to support the team's disciplined investment approach.
Ryan joined J.P. Morgan Wealth Management in 2023, moving with his team. Earlier, he spent three years as a Vice President and Investment Specialist with First Republic Private Wealth Management. His background also includes more than 16 years with Merrill Lynch and Bank of America, where he took on increasing responsibilities in management, personal banking and financial advising. He has been active in wealth management since 2004.
Ryan earned his B.S. in Business from Central Washington University and holds the CERTIFIED FINANCIAL PLANNER® designation.
Born and raised in Bellevue, Ryan currently lives in Sammamish with his wife and their son and daughter. In his free time, he volunteers as a soccer coach with Issaquah FC.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER®in the U.S.
Insights
Threading the needle: Where markets may be mispricing trade risk
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Building tax-efficient equity exposure
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Where will tariff rates settle? 3 scenarios explained
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Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now