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Ryan LeavertonRyan Leaverton, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition
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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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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now