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
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now