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
July 2025 headline inflation rate lower than expected: What it means
August 13, 2025The July 2025 headline Consumer Price Index (CPI) came in slightly below expectations as energy prices fell and shelter costs slowed. What could that mean for the Federal Reserve?Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 12, 2025The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowJuly 2025 headline inflation rate lower than expected: What it means
August 13, 2025The July 2025 headline Consumer Price Index (CPI) came in slightly below expectations as energy prices fell and shelter costs slowed. What could that mean for the Federal Reserve?Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 12, 2025The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now