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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
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