Ryan StewartRyan Stewart, CFA®, CFP®
Managing Director
Wealth Partner

"My more than 19 years in financial services are founded on a background based in statistical analysis and portfolio analytics."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2020 • 2019
Top Next-Gen Wealth Advisors
2019 • 2018 • 2017

Barron's

Top 250 Private Wealth Management Teams
2025 • 2024

About Ryan

Ryan Stewart is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Ryan holds both the Chartered Financial Analyst® and the CERTIFIED FINANCIAL PLANNER® designations, and puts this experience to work at The Desser Group developing asset allocation models, constructing customized wealth management plans, and identifying appropriate investment strategies for clients.

Ryan's more than 17 years in financial services is founded on a background based in statistical analysis and portfolio analytics. He brings a focus and an academics-based methodology to the work he does for clients. He combines J.P. Morgan's intellectual capital and industry-leading investment services with his knowledge of high-level financial topics and ability to make these concepts accessible to the clients he serves.

Beginning his investment management career in 2002 as an intern at a J.P. Morgan predecessor firm, Ryan became a member of The Desser Group in 2003. He has since become a Wealth Partner, which has allowed him the opportunity to work more closely with clients and to help them navigate their financial lives.

Ryan graduated from the University of California at Los Angeles with a B.A. in Business Economics and a minor in Accounting. He and his wife live in Dallas with their three children. In his free time, Ryan enjoys playing tennis and golf, reading and spending time with his family.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
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