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
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now