Ronald MunmanRonald Munman, AIF®, CPWA®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Ronald
Ronald (Ron) Munman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Ron has over 17 years of experience in the financial services industry, which he has spent focusing on wealth management. He serves high-net-worth individuals and families with an emphasis on business owners, whom he assists with advanced planning services.
Ron takes a customized, highly-individualized approach to clients and their specific situation in order to identify strategies that fit their needs and help them meet their financial goals. He focuses on prudently listening to each individual in order to understand their complex finances and life situation.
Accordingly, Ron begins client relationships with an executive client profile, a discovery process perfected over two decades, which includes dozens of questions that help determine goals and feelings about money and risk. This is followed by an investment plan presentation, a commitment meeting, an organizational follow-up meeting and regular update meetings. To Ron, this onboarding procedure helps to ensure he can provide the best service to every client. Another key element in managing the relationship is a continual check-in, which determines if he and his team are meeting expectations.
Ron's wealth management model includes investment consulting, advanced planning and relationship management. He firmly believes that true wealth management involves all three elements. Many of his clients are entrepreneurial business owners with complex planning needs. Working closely with their teams of outside advisors and his professional network, Ron helps clients with recommendations for moving forward, along with a comprehensive evaluation of their entire range of financial needs.
Ron joined J.P. Morgan in 2008. Previously, he was a Financial Advisor at Smith Barney. He earned his B.S. at San Diego State and his M.B.A. at Pepperdine University.
Ron sits on the Wealth Partner Advisory Council for J.P. Morgan Advisors. His experience at J.P. Morgan is coupled with his many years as a board member of the Juvenile Diabetes Research Foundation of Los Angeles. Additionally, Ron sits on the Advisory Council of Most Fundable Companies at the Graziadio Business School at Pepperdine University. This background has awarded him a real-world appreciation for the value of skilled and integrated guidance.
Ron and his wife, Janeane, live in Calabasas with their children, Drew, Brittany, Dalton, Sydney and Makenzie. He enjoys spending quality time with his family.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors
Insights
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now