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
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