
John Neff IIIJohn Neff IIIManaging DirectorWealth Advisor
Awards and Industry Recognition


Forbes
About John
John Neff III is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Drawing on more than 45 years of experience, John works with individuals, families and nonprofit organizations to address a broad spectrum of wealth management needs. His services span cash flow analysis, budgeting, investment planning, education funding strategies, risk management, insurance, and retirement and estate planning. John takes a comprehensive, process-driven approach, working closely with clients to help align their financial resources with their life priorities.
John joined J.P. Morgan in 2025 from a Senior Portfolio Manager role at UBS, where he served clients through the Portfolio Management Program. He earned a B.B.A. in Finance from the University of Texas at Austin, where he was a member of the Texas Longhorns baseball team.
Deeply engaged in community service, John is Chairman of the investment subcommittee of the YMCA of the Rockies and serves on the investment and finance committee of the Seminary of the Southwest.
He volunteers with Meals on Wheels and Mobile Loaves & Fishes, mentors at Padrón Elementary School, participates in the Dell Children's Trust, and serves in the Cancer Care Ministry at Covenant Presbyterian Church. His past leadership roles include serving as finance chairman and board member of Habitat for Humanity, investment committee member for Helping Hand Home, church deacon, core leader of Adult Community Bible Study, and board member of the Children's Blood & Cancer Center. He has also chaired the CASA of Travis County Golf Tournament, served as president of Travis County Texas Exes and Young Men's Business League, and was a founding board member of Wonders & Worries. John spent 23 years as an appointee on the St. David's Hospital Board, served as senior warden at St. David's Episcopal Church, led Teen Community Bible Study, participated in Leadership Austin and volunteered with Drive-a-Senior.
John and his wife, Keni, have been married since 1976 and have three sons, five granddaughters and two grandsons. A lifelong baseball player and enthusiast, he has coached in the community for more than 30 years, including for his grandson's current Little League team.
Insights

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January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
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January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
