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
2024 • 2023 • 2022 • 2020 • 2019
Top Next-Gen Wealth Advisors
2019 • 2018 • 2017

Barron's

Top 250 Private Wealth Management Teams
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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

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Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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