"I have an intuitive approach, garnered from years of experience on the institutional side of the business, which has helped identify opportunities while navigating the complexities of the financial landscape."
Stephen Wynne

Stephen Wynne

"I have an intuitive approach, garnered from years of experience on the institutional side of the business, which has helped identify opportunities while navigating the complexities of the financial landscape."
About Stephen Wynne

Welcome

Stephen Wynne brings over 20 years of financial services experience to J.P. Morgan Wealth Management. He and his team manage relationships for a range of clients, including high-net-worth individuals, entrepreneurs, corporate executives, retirees, foundations and other institutions. His intuitive approach is garnered from years of experience on the institutional side of the business. His industry knowledge and financial experience have helped him identify opportunities while navigating the complexities of the financial landscape.
Stephen began his career in 1996 as an Equity Trader with Robertson Stephens, and subsequently became an Institutional Salesperson with JMP Securities and Citigroup. He joined J.P. Morgan's Institutional Sales Team in 2011, and then moved to the wealth management division with J.P. Morgan Wealth Management in 2013.
Stephen graduated from the University of California at Santa Barbara with a Bachelor of Arts in Political Science.
560 Mission Street, Suite 2400
San Francisco, CA 94105
Phone: 415.772.2901
Toll-free: 800.688.2327

Learn More

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy

Navigating the opportunities and challenges of family gifts: 5 practices

March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth Planning

Wealth planning is a women’s issue

March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.