Ryan R. JonesRyan R. Jones, CFP®, CIMA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Ryan R. Jones
Ryan Jones is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of The Newman Jones Wealth Management Group, Ryan provides enduring guidance and strategic advice to business owners, entrepreneurs, senior executives and multi-generational families, helping them gain greater peace of mind about the direction and deployment of their wealth. He serves as a trusted partner to multiple generations of client families, who look to him and his team for a differentiated level of attentiveness, knowledge and care.
Ryan explains that he and his team surround each family with comprehensive advice, helping them anticipate decision points and take steady action to pursue the future they envision. He serves as a family's financial counselor, advising clients in overcoming the challenges of significant wealth and helping them realize the full potential of each family's legacy. Thorough by nature, Ryan believes strongly in rigorous financial and estate planning, offering a holistic wealth-management approach that looks to uncover possible efficiencies and remedy gaps across the context of a client's financial framework.
Prior to moving to J.P. Morgan Wealth Management in 2023 with his team, Ryan was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for more than 12 years.
Earlier, he spent five years with Wells Fargo Private Bank. He has relationship banking experience dating from 2001. A graduate of Portland State University, Ryan earned his B.S. in Finance cum laude. A lifetime learner, he is a CERTIFIED FINANCIAL PLANNER® professional and completed his studies in Personal Financial Planning through UCLA. He is also a Certified Investment Management Analyst® and studied at the Wharton School of Business.
Active in his community, Ryan is the Finance Chair for Cornerstone Church and serves on the Board of Directors for NOE International and for Transitional Youth. He has participated in a number of service trips to Morelia, Mexico, where he has worked to enhance educational opportunities for area youth.
Ryan and his wife, Amy, have a son, Hayden, and daughter, Kylie, who keep them busy with their activities and athletic events. He and his family enjoy a variety of outdoor activities. Ryan also savors time on his 31-acre hobby farm and may be willing to share the bounty of his orchard, which features apples, pears, plums and cherries.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now