Ben Stewart Jr., CFP®

Executive Director Market Team Lead

Fort Worth, TX

Biography

Ben Stewart is an Executive Director and Market Team Lead for the J.P. Morgan Private Bank in Fort Worth, Texas. As a Market Lead, Ben leads a team of highly skilled bankers who focus on the wealth management aspirations of individuals and families in the Fort Worth, West Texas, and New Mexico region. His team works intimately with affluent clientele to address a broad range of financial needs and services. These needs include, but are not limited to, providing a full spectrum of consumer and business banking products, holistic investment management strategies and sophisticated custom credit options. While Ben and his team bring top tier products and access to each of their clients, their main focus is to provide unmatched service while acting as a trusted financial resource to the clients they serve. To deliver thoughtful and targeted advice, Ben and his team take into consideration clients’ present circumstances and future aspirations, as well as their families and their communities at large. His team draws upon the broad resources and sophisticated technology of J.P. Morgan to help craft personalized financial roadmaps aimed at achieving each client’s unique goals.

As a service to his community, Ben believes in the power of board service and mentorship. Ben has served on multiple boards for nonprofit entities in the Fort Worth area. Currently, Ben is a proud member of the board of trustees for the Fort Worth Museum of Science and History. Their mission is focused on providing a unique learning environment for the community tailored through creative design of programs and exhibits that help inspire and educate learners of all ages. Most recently, Ben served as a board member for the Big Brothers Big Sisters organization. Ben partners with other community leaders who are focused on helping children realize their potential and build their future through mentorship programs.

Prior to joining J.P. Morgan, Ben served as a Relationship Manager for the Wells Fargo Private Banking Group in the Fort Worth region. He graduated from Midwestern State University with a B.B.A. in Finance from the Dillard College of Business, and he holds the Series 7, 9, 10, 63, and 66 investment licenses, as well as the CERTIFIED FINANCIAL PLANNER ™ certification and is a General Lines Agent within the state of Texas.

Originally from Wichita Falls, Ben now lives with his wife, son, and daughter in Fort Worth. In his non-working time, Ben enjoys relaxing with his family, playing golf, fishing and clay shooting.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

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