Ryan LeavertonRyan Leaverton, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Ryan
Ryan Leaverton is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a partner within The Leaverton Strahan Team, Ryan works closely with high-net-worth individuals, families, trusts, foundations and businesses, developing investment and planning strategies to guide them toward their financial goals. He invests significant time in each relationship so that he can gain a clear understanding of each client's situation—both near-term priorities and long-term aspirations. This familiarity allows Ryan and his team to support clients in pursuing meaningful milestones in their lives and legacies. He is gratified to walk with clients through key inflection points in their wealth, helping them expedite a path to the future they envision.
Closely attuned to the capital markets, Ryan draws on more than eleven years of investment experience. His approach is tailored to each family, business, or nonprofit organization, reflecting their risk tolerance, time horizon, cash-flow needs, tax situation, and wealth transfer intentions, as appropriate. He offers a refined level of strategy, identifying possible gaps and potential opportunities that can help clients advance their objectives with greater foresight.
Ryan notes that his team's continuity is one of its greatest assets. He and his colleagues are proud to enjoy relationships that span three generations of client families, supporting people at varied stages in their lives. Clients look to Ryan and his team for meaningful guidance at key junctures: selling a business, retiring or changing jobs, real estate purchases or investments, saving for higher education, or any other catalyst. To each of these needs, Ryan and his team offer practical wisdom and technical insight, allowing clients to regain time for the people and activities they value.
Prior to moving to J.P. Morgan Wealth Management, Ryan was a Vice President and Wealth Manager with First Republic Investment Management, where he worked for six years. Earlier, he spent three years with Goldman Sachs in the Investment Management Division. Ryan began his investment career at Rockefeller & Co. in Institutional Sales & Consultant Relations in 2012.
A graduate of the University of Southern California, Ryan earned his B.S. in Business Administration. He also studied at WHU – Otto Beisheim School of Management in Vallendar, Germany. Ryan holds the Chartered Financial Analyst®designation.
Ryan and his wife, Brittany, enjoy spending time with their two sons and their yellow lab, Olive.
Insights
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now