
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.
John has been a financial advisor since 1980 and 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.
A native Austinite, 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

5 generational shifts reshaping family wealth planning today
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Using donor-advised funds to create college scholarships
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September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
