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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
![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)