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 group's Advisors to focus on pursuing client goals. Ryan's responsibilities include new-account onboarding, money movement and team communications, among others. He offers a creative approach to problem-solving, identifying ideas that can streamline a path to client objectives.

Ryan has worked 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, deepening his passion for college coaching.

An avid sports fan, Ryan loves following college football and English Premier League soccer, among others. In his free hours, he enjoys spending time outdoors—running, biking and playing soccer. He is also a high-school soccer referee. Previously, Ryan volunteered with Marin County Search and Rescue as a Cadet. He continues to enjoy giving back to his community, spending time with area organizations.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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