Jonathan RuthJonathan Ruth
Vice President, Life Insurance Specialist

About Jonathan

Jonathan Ruth is a Vice President and Life Insurance Specialist at J.P. Morgan Wealth Management.

Jonathan works closely with advisors and their clients to evaluate existing life insurance policies and determine the appropriate strategies that integrate into their broader financial plans. Drawing on extensive experience in both life insurance and financial services, he takes a holistic approach to ensure approaches align with each client's needs, risk preferences and goals.

Jonathan joined J.P. Morgan in 2025. He was previously the internal wholesaler for Pacific Life's Mid-Atlantic region, where he partnered with broker general agencies and financial advisors from leading wirehouse banks to deliver insurance planning consulting and support. Earlier in his career, Jonathan worked at a Los Angeles based multi-family office focused on holistic financial planning, asset management, alternative investments and tax-efficient strategies for ultra- and high-net-worth individuals.

Jonathan holds a B.S. in Economics from Hamilton College, where he was captain of the varsity squash team. He is currently pursuing an M.B.A. at the UCLA Anderson School of Management. He holds the FINRA Series 7 and 66 securities licenses as well as the Life, Accident & Health Insurance license.

Originally from Philadelphia, Pennsylvania, Jonathan relocated to California in 2021 and now lives in Los Angeles with his wife Colleen. Together, they enjoy traveling, going to the Jonathan Club, and spending time with family and friends.

Insights

Investing

The impact of holding a concentrated stock position

November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement

Health care and long-term care options during retirement: A guide

November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.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.