Ryan Witt

About Ryan Witt

I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have 20+ years of experience in financial services. Prior to this role, I was a Wealth Advisor at First Business Bank. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 63, 65, 66 and life & health insurance licenses. I graduated from UW La Crosse with a bachelor’s degree in Finance. I am located Madison, WI. I started curling in 2014 and am honored to represent the Madison Curling Club by being a board member for the Madison Curling Foundation. I get to see some of the best curling in the world while making great friends on and off the ice. I enjoy staying active with my two daughters and incredible wife, while still finding time to curl, golf, and cheer on the Packers and Badgers.I can help with your many financial needs, including:• Creating a strategy toward your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio

Experience

1. Private Client Advisor & Vice President of Investments

   J.P. Morgan

   Apr 2024 — Present · Madison, WI, US

   Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: 2024 JPMorgan Chase & Co. All rights reserved

Education

• University of Wisconsin-La Crosse

  Bachelor of Science (B.S.), Finance - Risk Management Emphasis

Skills

• Banking
• Portfolio Management
• Loans
• Mortgage Banking
• Lines of Credit
• Wealth Management
• Loan Origination
• Cross Selling
• Cash Flow
• Financial Planning
• Mortgage Lending
• Commercial Banking
• Refinance
• Residential Mortgages
• Underwriting
• Insurance
• Merchant Services
• Strategic Financial Planning
• Retirement Planning
• Relationship Management
• Small Business
• Financial Analysis
• Home Equity Loans
• Consumer Lending
• Deposits
• Treasury Management
• Commercial Mortgages
• Retail Banking
• Credit Cards
• Credit
• Finance
• Commercial Lending
• Cash Management
• Credit Analysis
• Small Business Lending