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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now