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
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
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