Stephen WynneStephen WynneExecutive DirectorWealth Advisor
About Stephen
Stephen Wynne is an Executive Director and Wealth Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. 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, garnered from years of experience on the institutional side of the business, has helped his industry knowledge and identify opportunities while navigating the complexities of the financial landscape.
Stephen's interest in financial services was spawned when his family, which includes a long line of attorneys, encouraged him to pursue a different path prior to considering law school. His interest in the financial markets dates back to his childhood, following and tracking investments with his father. Starting out in institutional financial services, he found it challenging and stimulating, and decided early on that it was the career he wanted to pursue. He credits his solid knowledge, business skills and personable approach as vital components in building and maintaining strong client relationships that have proven pivotal in transitioning to the wealth management side of the business.
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 Securities in 2013.
Stephen graduated from the University of California at Santa Barbara with a B.A. in Political Science. He and his wife, Jessica, live in San Francisco's Pacific Heights with their two sons, Hunter and Webb, and daughter, Iris. He coaches his children in sports, and enjoys bicycling with the family in Golden Gate Park. Stephen is a runner, plays basketball, enjoys golf, and is passionate about lacrosse. He is a member of the Olympic Club and founded its lacrosse team. Stephen is active in the alumni organization at his high school, St. Ignatius College Preparatory, founded by the Jesuits in 1855.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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