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.
Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
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How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
Nothing is as good (or bad) as they say it is
June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
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June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
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June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
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June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
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June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
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June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
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June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)