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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now