Managing Director Banker
Ryan Bristol is a Managing Director and Banker at J.P. Morgan Private Bank’s Westlake Village office. He has over 17 years of experience in the financial industry and is responsible for advising clients on a range of personal wealth matters, including: investment management, portfolio construction, asset allocation, tax strategies, credit solutions, estate planning, pre-transaction planning and charitable giving.
Prior to joining J.P. Morgan, Ryan was a Vice President in the private client practice at Bernstein Global Wealth Management. He counseled clients on complex wealth planning issues such as pre-transaction planning for business owners, multi-generational wealth transfer, philanthropy and diversification strategies for concentrated wealth. Before Bernstein, Ryan was a Regional Vice President for Morgan Stanley and a Financial Analyst for Goldman Sachs.
Ryan is very active in the community as a board member of the American Red Cross in Ventura, Chair of the Investment Review Committee for the City of Thousand Oaks, board member on the Dean's Advisory Council for the Orfalea College of Business at Cal Poly, and board member of ACG101.
Ryan received his M.B.A. from the UCLA Anderson School of Management and his B.S. from Cal Poly, San Luis Obispo.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。