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
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
September 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read Now
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now