Jon BullJon Bull, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Jon
Jon Bull is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of the Alta Group, Jon works closely with high-net-worth individuals, families and institutions, helping them pursue their goals more effectively through integrated investing and wealth management. With more than four decades of experience in the capital markets, he offers the perspective and wisdom to help clients discern what they want to accomplish with their finances, pursuing those objectives through tailored portfolio design, financial planning and wealth transfer.
Jon has particular skill in technical analysis of the U.S. stock market and produces weekly technical-analysis updates to wealth managers throughout the firm. He is also the lead investment technician for his team. Throughout his career, Jon has enjoyed educating clients about the investment markets. Approachable by nature, he looks to enhance clients' understanding of portfolio design so they can gain greater confidence about the overall trajectory of their wealth.
Jon joined J.P. Morgan Wealth Management in 2023 and has earned national recognition for his work. Previously, he was a Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2002. While at First Republic, Jon co-managed one of the firm's leading equity model portfolios. Earlier in his career, Jon was President and Chief Investment Officer of Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank. His experience also includes tenures as President and CEO of Santa Barbara Capital Management, formerly Argus Investment Management. Jon was educated at the University of California, Irvine. He holds the Chartered Financial Analyst designation and is a member of CFA Society New Mexico.
Active in the non-profit arena, Jon is a former Director of the Santa Barbara Zoo, a former Trustee of the Santa Barbara Historical Museum, and is a past National Chairman of the Dream Foundation.
When not working, Jon can be found hiking with his wife, Martha, and their rescue mutt Zuma, skiing anywhere in the world, or in the back country with his riding group, Los Rancheros Visitadores.
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 NowDon’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 NowJune 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 NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now3 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 NowAI 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 NowThink 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 NowProtect 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 NowA 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 Now5 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