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
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now