About Dylan

Dylan Birch is a Wealth Advisor with J.P. Morgan Wealth Management.

Dylan works closely with a diverse range of clients to help guide them with wealth planning and advice to pursue their goals. His focus is on delivering a strategic and tailored approach, including liquidity management, restricted stock, long-term planning and generational wealth transfer.

Communication is fundamental to Dylan's process, and he strives to be a collaborative and trusted counselor to each individual. His straightforward, disciplined style facilitates conversations so clients can clearly define their objectives and aspirations. He helps tackle immediate needs, then focuses on developing a wealth management plan that remains responsive to evolving priorities and market conditions.

Dylan took a leadership path to a career in financial services, serving in the United States Army as an Infantry officer for five years. He has worked with a wide range of people to solve complex problems—from completing Ranger School to serving as an advisor to the Iraqi Army during Operation Inherent Resolve.

In 2018, Dylan joined J.P. Morgan through the Corporate-Client banking team in Houston, focused on the energy sector. His team advised exploration and production, midstream, and oil-field services companies on the origination and execution of debt transactions, including revolving credit facilities, high-yield bonds, institutional term loans and committed M&A financing.

Dylan attended the United States Military Academy at West Point, where he earned a B.S. in Civil Engineering, graduating in the top 20% of his class. He was on the NCAA Division I Army Boxing Team—3-time NCAA Team Champions. He holds an M.B.A. from the Cox School of Business at Southern Methodist University.

Philanthropy is one of Dylan's core values, and he is head of the Texas Veterans Business Resource Group (BRG) for J.P. Morgan. This 1500-strong organization builds houses, lays wreaths and connects veterans with places they can turn to for mental health. Outside of the office, Dylan enjoys golf, running, studying history and searching for the best weekend brunch in the area.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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