Ronald Munman

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Forbes Lists

#66

Forbes Best-In-State Wealth Advisors (2024)

California - Los Angeles (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Ronald Munman

As the founder of The Munman Group, Ron brings over 17 years of experience in the financial services industry focused 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’ specific situations in order to identify strategies that fit their needs and help them meet their financial goals. Ron begins client relationships with an executive client profile, a discovery process perfected over two decades, which includes dozens of quest... Read More

The description above is provided by Ronald.

Focus Area / Customer Base

Small & Middle Market Business Owners (10MM-150MM in sales)

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states

INVESTMENT AND INSURANCE PRODUCTS:

• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE