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Your Team

Owenby Jones Team

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


Jonathan Owenby
Jonathan Owenby, CRPC®
Managing Partner & Wealth Advisor
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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
Jeff Jones, CFP® 

Managing Partner & Wealth Advisor
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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
Feleatha Hyde

Director of Client Relations
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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 assessing their current and long term financial needs and 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 Series 7, 63 and 65 registrations.

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.

 

Frank Jackson
Frank Jackson, CFP®, ChFC®, CLU® 

Wealth Plan Services Coordinator
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Frank Jackson is the Wealth Plan Services Coordinator at Owenby Jones Wealth Management, LLC. In this role, he is responsible for the coordination of research and assisting the advisors in wealth plan development for clients.

Prior to Owenby Jones Wealth Management, LLC, Frank was a Client Advisor and Vice President at SunTrust Bank/SunTrust Investment Services for nearly 8 years. Before SunTrust, Frank worked at Bank of America as a Client Advisor for a year and Merrill Lynch for 10 years as a Financial Advisor. He has been in the financial services industry since 1992.

Frank graduated from the University of Georgia with a bachelor’s degree in Risk Management and Insurance in 1991. He is a CERTIFIED FINANCIAL PLANNER TM, CHARTERED FINANCIAL CONSULTANT, and CERTIFIED LIFE UNDERWRITER, earned through studies at The American College.

Frank and his wife Mary reside in Atlanta, Georgia with their three children, Virginia, Zach and Bobby. He spends his free time with his family. Frank enjoys training and participating in Ironman distance triathlons. He also enjoys coaching his kids in different activities and tailgating at Georgia football games. Frank and his family are active members of Northside United Methodist Church.

 

Lisa Disney Witheril
Lisa Disney Witheril

Senior Operations Associate
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Lisa Witheril 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.

Lisa and her husband Paul reside in Cumming, Georgia with their four children, Michael, Jeremiah, Bennett and Kason.

 

Tara Shannon
Tara Shannon

Client Services Specialist
Linkedin

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 Zuniga
Jacob M. Zuniga, JD

Associate Wealth Advisor
Linkedin

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. 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.

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 Mount Paran Church in Atlanta.

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Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor.
Wealthcare Advisory Partners and Owenby Jones Wealth Management LLC are separate entities from LPL Financial.
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