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. CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
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