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Ronald (Ron) Munman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. Ron has over 17 years of experience in the financial services industry, which he has been spent focusing on wealth management. He serves high-net-worth individuals and families with an emphasis on business owners, whom he assists with advanced planning services.
Ron takes a customized, highly individualized approach to clients and their situation in order to identify strategies that fit their specific needs and help them meet their financial goals. He focuses on prudently listening to clients in order to understand their complex finances and life situation.
Accordingly, Ron begins each client relationship with an executive client profile, a discovery process perfected over two decades, which includes dozens of questions that help determine goals and feelings about money and risk. This is followed by an investment plan presentation, a commitment meeting, an organizational follow-up meeting and regular update meetings. To Ron, this onboarding procedure helps to ensure he can provide the best service to every client. Another key element in managing the relationship is a continual check-in, which determines if he and his team are meeting expectations. In 2021, 2020 and 2019, Ron was recognized by Forbes as a Best-In-State Wealth Advisor.1
Ron’s wealth management model includes investment consulting, advanced planning and relationship management. He firmly believes that true wealth management involves all three elements. Many of his clients are entrepreneurial business owners with complex planning needs. Working closely with their teams of outside advisors and his professional network, Ron helps clients with recommendations for moving forward, along with a comprehensive evaluation of their entire range of financial needs.
Ron joined J.P. Morgan in 2008. Previously, he was a Financial Advisor at Smith Barney. He earned his B.S. at San Diego State and his M.B.A. at Pepperdine University. Since 2007, he has been a board member of the Juvenile Diabetes Research Foundation and is actively involved in raising funds for research to help cure type-1 diabetes. Ron and his wife, Janeane, live in Calabasas with their children, Drew, Brittany, Dalton, Sydney and Makenzie. He enjoys spending quality time with his family.
CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.
AIF: Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
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