
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

Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
