Jonathan RuthJonathan RuthVice 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
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May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
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Why are stocks at record highs with no Iran resolution?
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now