About Ian

Ian Finch is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The McPhee Haggerty Ledoux Longmire Group, he helps high-net-worth individuals and their families, corporate executives and small business owners. Ian's responsibilities include developing goals-based wealth planning, private banking and lending services, and delivering an excellent client experience.

Ian grew up in Syracuse, New York, and graduated from SUNY Onondaga with a major in Finance. With five years of experience in financial services, he began his career at Chase Bank as a banker. He joined J.P. Morgan in 2021.

Now a resident of Boston for several years, Ian enjoys playing basketball and golf, hiking and traveling. He holds FINRA Series 6, 7 and 63 securities licenses.

Insights

Markets

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Cybersecurity

AI tools and your privacy: What you need to know

June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.