New York, NY, May 13, 2024 – Seven J.P.Morgan Wealth Management advisors were included on Barron’s 2024 list of Top 100 Financial Advisors, and 10 teams made the publication’s Top 250 Private Wealth Management Teams list.
These rankings are two of the most selective in the industry, and recognize the best wealth managers across the country. J.P.Morgan continues to show top performance consistently with all seven advisors and four teams recognized for at least two consecutive years.
“A heartfelt congratulations to these top advisors, the best in the industry,” said Kristin Lemkau, CEO of J.P.Morgan Wealth Management. “These advisors and teams deliver first-class service to their clients, and they’ve all earned their spots on these prestigious lists.”
“This recognition highlights the exceptional client-first service our advisors and their teams provide,” said Phil Sieg, head of J.P.Morgan Advisors. “J.P.Morgan advisors continue to lead our industry with their hard work and years of dedication. I couldn’t be more proud to have them on our team.”
Barron’s recognized the following advisors and teams:
Top 100 Financial Advisors
- Phil Scott – Bellevue, WA
- Jordan Mayer – New York, NY
- Matthew Babrick – Los Angeles, CA
- Eric Gray – Los Angeles, CA
- Glenn Degenaars – New York, NY
- Elaine Meyers – San Francisco, CA
- ColleenO'Callaghan – New York, NY
Top 250 Private Wealth Management Teams
- The Gray-Polverini Group – Los Angeles, CA
- Degenaars - Babb Team – New York, NY
- The Vahab Group – Boca Raton, FL
- Maybach Partners – New York, NY
- The Babrick Team – Los Angeles, CA
- Scott Team – Bellevue, WA
- The Desser Group – Los Angeles, CA
- The OCB Group – San Francisco, CA
- The Meyers Group – San Francisco, CA
- The O'Callaghan Thomas Group – New York, NY
J.P.Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients. These initiatives include its concierge service, which offers J.P.Morgan Wealth Advisors on-demand assistance to help them take full advantage of the firm’s vast network of investing strategists, planning professionals and lending and banking specialists, as well as family governance support. J.P.Morgan advisors have access to award-winning thought leadership and receive support from specialized teams to offer highly personalized guidance to their clients.
J.P.Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.
JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P.Morgan Wealth Management.
Advisors are ranked by assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices. Teams are ranked by size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.
To see the full Barron’s 2024 Top 100 Financial Advisors ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/100?page=1&mod=faranking_subnav_top100
To see the full Barron’s 2024 Top 250 Private Wealth Management Teams ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth
About J.P.Morgan Wealth Management
J.P.Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.1 trillion and operations worldwide. J.P.Morgan Wealth Management has ~5,500 advisors and $900+ billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,800 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P.Morgan Wealth Management on LinkedIn.
Barron's Top 100 Financial Advisors (05/10/24 data as of 12/31/23); (04/14/23, data as of 12/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 250 Private Wealth Management Teams (05/10/24 data as of 12/31/23); (4/14/23 data as of 12/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
LEARN MOREABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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. Certain advisory products may be offered through J.P.Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. 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. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.
© 2024 JPMorgan Chase & Co.
Media Contact
Michaela Ross
michaela.n.ross@jpmorgan.com
