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Ryan Stewart, CFA®, CFP®
My more than 19 years in financial services are founded on a background based in statistical analysis and portfolio analytics.

Ryan Stewart, CFA®, CFP®

Managing Director

Ryan Stewart, CFA®, CFP®



100 Crescent Court, Suite 1300
 Dallas, TX 75201

Awards & Recognition


Best-In-State Wealth Advisors

 2020, 2019

Top Next-Gen Wealth Advisors

2019, 2018, 2017

About Ryan

Ryan Stewart is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.  Ryan holds both the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM designation, and puts this experience to work at The Desser Group developing asset allocation models, constructing customized wealth management plans, and identifying appropriate investment strategies for clients.

Ryan’s more than 17 years in financial services is founded on a background based in statistical analysis and portfolio analytics. He brings a focus and an academics-based methodology to the work he does for clients. He combines J.P. Morgan’s intellectual capital and industry-leading investment services with his knowledge of high-level financial topics and ability to make these concepts accessible to the clients he serves. 

Beginning his investment management career in 2002 as an intern at a J.P. Morgan predecessor firm, Ryan became a member of The Desser Group in 2003. He has since become a Wealth Partner, which has allowed him the opportunity to work more closely with clients and to help them navigate their financial lives. Ryan was recognized by Forbes as a Best-In-State Wealth Advisor in 2020 and 2019 and one of America’s Top Next-Gen Wealth Advisors in 2019, 2018 and 20171.

Ryan graduated from the University of California at Los Angeles with a B.A. in Business Economics and a minor in Accounting. He and his wife live in Dallas with their three children. In his free time, Ryan enjoys playing tennis and golf, reading and spending time with his family.  


Awards or rankings are not indicative of future success or results.

1. Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
1. Forbes Top Next-Gen Wealth Advisors ranking by SHOOK Research, LLC, considered advisors born in 1980 or later with a minimum of four years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 


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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

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