
Lucas NewmanLucas NewmanManaging DirectorWealth Partner
Awards and Industry Recognition




Forbes
Barron's
About Lucas Newman
Lucas Newman is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of The Newman Jones Wealth Management Group, Lucas works closely with business owners, entrepreneurs, senior executives and multi-generational families, helping them gain greater ease in the management of their wealth and supporting them in using their finances wisely. He builds deep relationships with each client and family, serving as a dependable presence who intimately understands what they want to accomplish and helping them pinpoint a more efficient pathway to their intentions.
A strong adherent of wealth planning, Lucas believes in the necessity of a clear and comprehensive framework that provides clients with the perspective and structure to pursue their goals more effectively. He works collaboratively with clients and his team to develop customized asset allocations that reflect a client's wealth-transfer intentions, tax situations, investment preferences, time horizons and cash-flow needs. Lucas's approach is characterized by frequent client interaction and a robust historical memory. He and his team advise a limited number of clients by design, staying in close touch so that they can provide the immediacy and attentiveness that their relationships deserve.
Originally from Montana, Lucas believes that his upbringing has influenced his life in important ways. He looks to take care of others, bringing integrity and reliability to his work, and summoning the best from himself and his team. These principles, he believes, are the same he witnessed in his father, who was a Financial Advisor in Butte—a close-knit community where people looked out for each other.
Prior to moving to J.P. Morgan Wealth Management in 2023 with his team, Lucas was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for more than 12 years. His experience also includes more than ten years with Wells Fargo Private Bank, where he was a Vice President and Investment Manager. Active in wealth management since 1999, Lucas earned his B.S. in Business Administration from the University of Montana.
Lucas is a former board member of Outside In. He loves spending time with his wife, Lisa, and their daughter, Lily. He and his family share a love of the outdoors, including hiking and visiting family in Montana. In his free hours, Lucas also likes to ski and play golf.
Insights

Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now