Broker Check

Your Team

Back: Jacob Zuniga, Jonathan Owenby, Jeff Jones
Front: Feleatha Hyde, Lisa Disney, Tara Shannon

Jonathan Owenby, CRPC®

Managing Partner & Wealth Advisor

678-224-8480

678-224-8481

Jonathan Owenby is a Managing Partner and Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.

Prior to forming Owenby Jones Wealth Management, LLC, Jonathan was a Private Financial Advisor and First Vice President at SunTrust Investment Services for over 15 years. He has been in the financial services industry since 1998.

Jonathan graduated from University of Georgia with a bachelor’s degree in finance and economics. He is a CHARTERED RETIREMENT PLANNING COUNSELOR™ , earned through studies conducted at College of Financial Planning.

Jonathan and his wife Regina reside in Norcross, Georgia with their two children Lily and Zach. He spends his free time with his family. Jonathan enjoys upland bird hunting with his trusty German Shorthair Pointer, Ava, fishing and going to UGA games in the fall with his family. Jonathan and his family are active members of Peachtree Corners Baptist Church.

Jeff Jones, CFP®

Managing Partner & Wealth Advisor

678-224-8480

678-224-8481

Jeff Jones is a Managing Partner and Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.

Prior to forming Owenby Jones Wealth Management, LLC, Jeff was a Private Financial Advisor and First Vice President at SunTrust Investment Services for nearly 14 years. He has been in the financial services industry since 1997.

Jeff graduated from Auburn University in 1997 with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ Professional, earned through studies conducted at Oglethorpe University in 2000.

Jeff and his wife Leslie reside in Marietta, Georgia with their three children, Jacob, Carson and Morgan. He spends his free time with his family. Jeff enjoys tennis, fishing and going to Auburn games in the fall with his family. Jeff and his family are active members of North Metro Church.

Feleatha Hyde

Director of Client Relations

678-224-8480

678-224-8481

Feleatha Hyde is the Director of Client Relations at Owenby Jones Wealth Management, LLC. In this role, she partners with the wealth advisors to ensure all clients receive the highest level of care by providing the coordination of services and resources to execute their requests.

Prior to joining Owenby Jones Wealth Management, LLC, Feleatha was a Client Advisor and First Vice President at SunTrust Bank/SunTrust Investment Services for over 20 years. In 2012 at SunTrust, Feleatha earned the honor of being a member of the President's Team due to performing at a high level in the areas of business development, client servicing, and problem resolution. She has gained invaluable experience by performing varying management roles at SunTrust in the Retail Banking Division which included Branch Manager of one of the largest metro Atlanta branches and Private Banking Manager of the two largest metro Atlanta branches. She has been in the financial services industry since 1988.

Feleatha graduated from Middle Tennessee State with Cum Laude Honors with a bachelor’s degree in finance in 1988. While at SunTrust Bank/SunTrust Investment Services, she became a Registered Representative and holds the Series 7 and 63 registrations with LPL Financial and the Series 65 registration with Wealthcare Advisory Partners, LLC..

Feleatha and her husband Michael reside in Roswell, Georgia. Feleatha enjoys traveling domestically & internationally with Michael and spending time with their families that live in TN/OH/MI & Germany. Photography, gardening, reading a good book and spending time with friends are favorite pastimes as well. Feleatha is a member of St. James United Methodist Church in Alpharetta.

Lisa Disney

Senior Operations Associate

678-224-8480

678-224-8481

Lisa Disney is the Senior Operations Associate at Owenby Jones Wealth Management, LLC. In this role, her primary responsibility is ensuring that clients receive the best possible operational support by handling account inquiries, executing operational requests, and managing account maintenance and paperwork.

Prior to joining Owenby Jones Wealth Management, LLC, Lisa was a Senior Investment Associate at SunTrust Investment Services for over 10 years. She began her financial career in 1996 as a Sales Assistant with PaineWebber (now UBS Financial) and gained experience with Wachovia Securities (now Wells Fargo), AG Edwards and Alexander Key Investments.

She holds her Variable & Fixed Annuity Insurance Licenses with the State of Georgia and is a Registered Representative that holds Series 7 and 63 registrations with LPL Financial.

Lisa resides in Cumming, Georgia with her two sons, Michael and Bennett.  She enjoys quality time with her sons and being at the ballfields watching them play baseball.

Tara Shannon

Client Services Specialist

678-224-8480

678-224-8481

Tara Shannon is the Client Services Specialist at Owenby Jones Wealth Management, LLC. In this role, she partners with the advisors and their clients to ensure the review meetings are coordinated & prepped appropriately along with providing additional support for their servicing needs. Additionally, she provides other office administration & operational support including special projects to enhance the client experience at the company.

Prior to joining OJWM, Tara was a Risk Account Mangaer at Equifax. Before Equifax, Tara had 6 years of experience in banking, to include Bank One (now JP Morgan Chase) and Beneficial Mortgage in Dayton, Ohio.

Tara graduated from Wright State University in Dayton, Ohio with a bachelor's degree in Sociology in 1995. She also earned a Master's in Management with an emphasis in Human Resources Management from Troy University in 2008.

Tara and her husband Andrew reside in Cumming, Georgia with their youngest child Madison. They have two older children Adrian and Whitney, along with a grandson PJ. Tara and her family are active members of New Zion Christian Church in Suwanee, Georgia.

Jacob M. Zuniga, JD

Associate Wealth Advisor

678-224-8480

678-224-8481

Jake Zuniga is an Associate Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as risk management and investment strategies. Jake also assists the wealth advisors in wealth plan development for clients.

Prior to joining Owenby Jones Wealth Management, LLC, Jake was a Financial Representative of Northwestern Mutual in Los Angeles and has been in the financial services industry since 2015. Before entering financial services, Jake practiced law for a national law firm from 2007 to 2015 and has been practicing law since 2003.

Jake graduated from Pepperdine University in 2000 with a bachelor’s degree in political science. He graduated from Pepperdine University School of Law in 2003 with a Juris Doctor degree.

Jake and his wife Caroline reside in Marietta, Georgia, with their daughter, Cecilia Mae. He spends his free time with his family. Jake enjoys playing basketball, as well as watching college football and documentaries on American history. Jake and his family attend church at Sojourn Church in Marietta.