
Ryan MorrisRyan MorrisClient Associate
About Ryan
Ryan Morris is a Client Associate at J.P. Morgan Wealth Management.
Ryan works closely with clients of The Soja West Group, supporting high-net-worth individuals and families in gaining ease in their financial affairs. Diligent and hardworking, he takes pride in doing his work thoroughly and well, contributing to the smooth operations of the team and allowing the Advisors to focus on pursuing clients' goals. Ryan's responsibilities include overseeing the stock-secured lines of credit, alternative investments, Donor Advised Funds and 529 accounts. He offers a creative approach to problem-solving, identifying ideas that can streamline a path to client objectives.
Ryan has been working in financial services since 2021. Prior to his current role, he spent more than two years at First Republic Bank, where he worked within the residential mortgage division, helping clients navigate the firm's lending processes. Ryan earned his B.A. in History from the University of Nevada, Reno, and is fluent in Spanish.
As an undergraduate, he helped to support the football team's recruiting efforts, coming up with creative solutions to finding the best talent possible. He currently holds the FINRA Series 7, 63 and 65 securities licenses and has also passed Level 1 of the CFA® exam.
An avid sports fan, Ryan loves waking up early to watch European soccer, especially his beloved Arsenal. In his free hours, he enjoys frolicking in the outdoors—whether it be early morning trail runs or gravel biking in the Marin Headlands. Ryan keeps a close relationship with his community—attending run clubs, neighborhood clean ups and bake sales. When in a more inert mood, he loves hosting his wonderful friends for dinner parties. Previously, Ryan volunteered with Marin County Search and Rescue as a Cadet.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights

Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now