Ryan StewartRyan Stewart, CFA®, CFP®Managing DirectorWealth Partner
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About Ryan
Ryan Stewart is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. Ryan holds both the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM designation, 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 was recognized by Forbes as a Best-In-State Wealth Advisor in 2020 and 2019 and one of America's Top Next-Gen Wealth Advisors in 2019, 2018 and 20171.
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 Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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