
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

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
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
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
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.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
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
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
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
