
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

After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
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New York estate planning
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August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now