Expertise for Substantial Wealth | J.P. Morgan Wealth Advisors

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Morgan Wealth Advisors</p> <div class="text-inner-content"> <div class="title"><h2>Your <span class="script-style-medium">partner </span>in navigating significant wealth</h2> </div> <div class="description"><p>Your Wealth Advisor is at your side, offering trusted guidance that is centered around you and what you aspire to achieve.</p> </div> </div> <a alt="button" aria-label="Link to find a wealth advisor" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find a Wealth Advisor","ctaUrl":"https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me","ctaTitle":"Your partner in navigating significant wealth","ctaComponentName":"Solution Page Header"}}" data-cmp-clickable class="cta primary" href="https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me" target="_blank">Find a Wealth Advisor</a> <a alt="button" aria-label="Click to connect now" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"CONNECT NOW","ctaUrl":"/wealth-management/wealth-partners/contact-us","ctaTitle":"Your partner in navigating significant wealth","ctaComponentName":"Solution Page Header"}}" data-cmp-clickable class="cta secondary" href="/wealth-management/wealth-partners/contact-us" target="_blank">CONNECT NOW</a> </div> </div> <div class="right-side"> <div class="image-container"> <img loading="lazy" alt src="/content/dam/jpmorgan/images/wealth-management/homepage/wm-hp-dad-daughter-beach-final-updated.jpg"/> </div> </div> </div> </div> <div class="page-anchor-navigation aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-page-anchor-nav page-anchor-navigation "> <ul class="page-anchor-navigation-links" id="anchorList"> <li class="anchor-navigation-link"> <a href="#overview" tabindex="0">Overview</a> </li> <li class="anchor-navigation-link"> <a href="#explore" tabindex="0">Explore</a> </li> <li class="anchor-navigation-link"> <a href="#awards" tabindex="0">Awards</a> </li> <li class="anchor-navigation-link"> <a href="#perspectives" tabindex="0">Perspectives</a> </li> <li class="cta-mobile"> <a href="/wealth-management/wealth-partners/contact-us" id="anchorCta">Connect now</a> </li> </ul> <button id="pageAnchorNav" aria-label="Click to toggle dropdown" data-icon=""></button> <div class="frame"> <div class="frame-insights"> <div class="insights"> <a href="/wealth-management/wealth-partners/contact-us" id="anchorCta">Connect now</a> </div> </div> </div> </div> </div> <div class="large-value-prop cmp-large-value-prop-left cmp-large-value-prop-white-white aem-GridColumn aem-GridColumn--default--12"> <div id="overview" class="cmp-large-value-prop-wrapper "> <div class="cmp-lvp-decorative-top grid-item grid-item-1"></div> <div class="cmp-lvp-image-container grid-item grid-item-2"> <img class="cmp-lvp-image" loading="lazy" alt="Who we help. Business owners. Corporate executives. Multi generational wealth. athletes and entertainers. foundations and endowments. real estate investores. institutional clients. centers of influence" src="/content/dam/jpmorgan/images/wealth-management/homepage/wm-circle-who-we-help.png"/> </div> <div class="cmp-lvp-border-bottom grid-item grid-item-3"></div> <div class="cmp-lvp-decorative-bottom grid-item grid-item-4"></div> <div class="cmp-lvp-content grid-item grid-item-5"> <p class="cmp-lvp-eyebrow"></p> <div class="cmp-lvp-title"><h2><span class="script-style-large">Your </span>single point of contact for all your financial needs</h2> </div> <div class="cmp-lvp-description"><p>Your Wealth Advisor is dedicated to helping you simplify the complex—providing highly-personalized support and strategies to help guide you through every milestone and opportunity.</p> </div> <div class="cmp-lvp-cta-container"> </div> </div> </div> </div> <div class="flexible-value-prop content-left-image-right fvp-bg-white 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class="cmp-info-chart-row-heading"><p>Barron's</p> </div> </div> <div class="cmp-info-chart-columns"> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top 100 Private Wealth Management Teams</p> </div> <div class="cmp-info-chart-column-content"><p>2023,2022,2021,2020,2019</p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top 100 Financial Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top 100 Women Financial Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top 1,200 Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</p> </div> </div> </div> <div class="cmp-info-chart-first-column"> <div class="cmp-info-chart-row-heading"><p>Forbes/SHOOK</p> </div> </div> <div class="cmp-info-chart-columns"> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top Wealth Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top Women Wealth Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017<br /> </p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top Next-Gen Wealth Advisors</p> </div> <div class="cmp-info-chart-column-content"><p>2023, 2022, 2021, 2020, 2019, 2018, 2017<br /> </p> </div> </div> <div class="cmp-info-chart-column"> <div class="cmp-info-chart-column-heading"><p>Top Wealth Advisors Best-In-State<br /> </p> </div> <div class="cmp-info-chart-column-content"><p>2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017<br /> </p> </div> </div> </div> </div> </section> </div> <div class="text aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-text "> <p>Awards or rankings are not indicative of future success or results.</p> </div> </div> <div class="headline limestone-background button-style additional-padding aem-GridColumn aem-GridColumn--default--12"> <meta name="viewport" content="width=device-width, initial-scale=1"/> <div class="headline-outer-container" id="perspectives"> <div class="headline-inner-container"> <div class="title"> <h2 id="perspectives">Top perspectives in the industry</h2> </div> <div class="description"> <p>You can leverage J.P. Morgan global research reports from experienced research analysts in 26 countries across both developed and emerging economies.</p> </div> <div class="cta"> <a href="/wealth-management/wealth-partners/insights" target="_self">See the latest</a> </div> </div> </div> </div> <div class="related-insights-carousel related-insights-white-bg aem-GridColumn aem-GridColumn--default--12"> <div id="perspectives" class="related-insights "> <div class="carousel-container"> <div class="related-insights-headline" id="carouselHeader"> </div> <div class="related-insights-carousel"> <div class="carousel-content related-insights-carousel-content" role="region" aria-live="off" aria-labelledby="carouselHeader" aria-roledescription="carousel" aria-atomic="false"> <div class="card-article-with-image related-insights__cards"> <img loading="lazy" alt class="image-content" src="/content/dam/jpm/securities/images/article-images/passing-your-retirement.jpg"/></img> <div class="related-insights__cards-content"> <p class="eyebrow article"> <span>Wealth Planning</span></p> <p class="short-description"> <a class="card-link" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/trusts-and-estates/when-does-it-make-sense-for-a-trust-to-own-your-life-insurance-policy","ctaTitle":"When does it make sense for a trust to own your life insurance policy?","ctaComponentName":"Related Insights Carousel"}}" data-cmp-clickable href="/insights/wealth-planning/trusts-and-estates/when-does-it-make-sense-for-a-trust-to-own-your-life-insurance-policy"> When does it make sense for a trust to own your life insurance policy?</a></p> <p class="date">Nov 27, 2024</p> <p class="long-description">Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. 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To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or <a class="chaseanalytics-track-link " href="/wealth-management/wealth-partners/contact-us" title="link to contact us page" target="_self">click here to tell us about your needs</a> and we’ll reach out to you.</p> </div> <div class="cmp-lvp-cta-container"> <a class="cmp-lvp-cta-target primary" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find a Wealth Advisor","ctaUrl":"https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me","ctaTitle":"Start a conversation","ctaComponentName":"Large Value Prop"}}" data-cmp-clickable href="https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me" target="_blank" aria-label="Link to find a wealth advisor"> Find a Wealth Advisor </a> <a class="cmp-lvp-cta-target secondary" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"CONNECT NOW","ctaUrl":"/wealth-management/wealth-partners/contact-us","ctaTitle":"Start a conversation","ctaComponentName":"Large Value Prop"}}" data-cmp-clickable href="/wealth-management/wealth-partners/contact-us" target="_self" aria-label="Click to connect now"> CONNECT NOW </a> </div> </div> </div> </div> <div class="accordion cmp-accordion__white aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--12 aem-GridColumn--offset--default--0"> <div class="cmp-accordion cmp-accordion-latest " data-cmp-is="accordion" data-placeholder-text="false"> <div class="cmp-accordion-main"> <div class="cmp-accordion__item" data-cmp-hook-accordion="item" id="accordion-bbc59dd725-item-e17c9cf557"> <div class="cmp-accordion__item--wrapper "> <h3 class="cmp-accordion__header"> <button id="accordion-bbc59dd725-item-e17c9cf557-button" class="cmp-accordion__button" aria-controls="accordion-bbc59dd725-item-e17c9cf557-panel" data-cmp-hook-accordion="button"> <span class="cmp-accordion__title">J.P. Morgan Wealth Management Award Disclosures</span> <span class="cmp-accordion__icon"></span> </button> </h3> <div data-cmp-hook-accordion="panel" id="accordion-bbc59dd725-item-e17c9cf557-panel" class="cmp-accordion__panel cmp-accordion__panel--hidden2" role="region" aria-labelledby="accordion-bbc59dd725-item-e17c9cf557-button"><div class="text"> <div class="cmp-text "> <p><b>Forbes/SHOOK Top Wealth Advisors</b></p> <p>2024</p> <p>Forbes/SHOOK Top Wealth Advisors (4/3/24). Data as of 6/30/23. The Forbes ranking of America’s Top Wealth Advisors 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 weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2023</p> <p>Forbes/SHOOK Top Wealth Advisors (4/4/23). Data as of 6/30/22. The Forbes ranking of America’s Top Wealth Advisors 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 weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Forbes/SHOOK Top Wealth Advisors (8/24/22). Data as of 3/31/22. The Forbes ranking of America’s Top Wealth Advisors 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 weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Forbes/SHOOK Top Wealth Advisors (8/24/21). Data as of 3/31/21. The Forbes ranking of America’s Top Wealth Advisors 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 weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Forbes/SHOOK Top Wealth Advisors (8/25/20). Data as of 3/31/20. The Forbes ranking of America’s Top Wealth Advisors 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 weighs 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 criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Forbes/SHOOK Top Wealth Advisors (9/10/19). Data as of 3/31/19. The Forbes ranking of America’s Top Wealth Advisors 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 weighs 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 criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2018</p> <p>Forbes/SHOOK Top Wealth Advisors (9/12/18). Data as of 6/30/18. The Forbes ranking of America’s Top Wealth Advisors 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 weighs 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 criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2017</p> <p>Forbes/SHOOK Top Wealth Advisors (9/26/17). Data as of 6/30/17. The Forbes ranking of America’s Top Wealth Advisors 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 weighs 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 criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2016</p> <p>Forbes/SHOOK Top Wealth Advisors (8/3/16). Data as of 6/30/16. The Forbes ranking of America’s Top Wealth Advisors 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 weighs 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 criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p><b>Forbes/SHOOK Top Women Wealth Advisors</b></p> <p>2024</p> <p>Forbes/SHOOK Top Women Wealth Advisors (2/8/24). Data as of 9/30/23. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2023</p> <p>Forbes/SHOOK Top Women Wealth Advisors (2/1/23). Data as of 9/30/22. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Forbes/SHOOK Top Women Wealth Advisors (2/4/22). Data as of 9/30/21. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Forbes/SHOOK Top Women Wealth Advisors (3/24/21). Data as of 9/30/20. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Forbes/SHOOK Top Women Wealth Advisors (4/21/20). Data as of 9/30/19. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.</p> <p>2019</p> <p>Forbes/SHOOK Top Women Wealth Advisors (4/30/19). Data as of 9/30/18. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2018</p> <p>Forbes/SHOOK Top Women Wealth Advisors (5/1/18). Data as of 9/30/17. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2017</p> <p>Forbes/SHOOK Top Women Wealth Advisors (2/28/17). Data as of 9/30/16. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p><b>Forbes/SHOOK Top Next-Gen Wealth Advisors</b></p> <p>2023</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (8/8/23). Data as of 3/31/23. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (8/3/22). Data as of 3/31/22. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (9/21/22). Data as of 3/31/21. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2020</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (7/22/20). Data as of 3/31/20. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2019</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (6/25/19). Data as of 3/31/19. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2018</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/18). Data as of 3/31/18. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2017</p> <p>Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/17). Data as of 3/31/17. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials</p> <p><b>Forbes/SHOOK Top Wealth Advisors Best-In State</b></p> <p>2024</p> <p>Forbes/SHOOK Top Wealth Advisors Best-In-State (4/3/24). Data as of 6/30/23. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2023</p> <p>Forbes/SHOOK Top Wealth Advisors Best-In-State (4/4/23). Data as of 6/30/22. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Forbes/SHOOK Best-In-State Wealth Advisors (4/7/22). Data as of 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Forbes/SHOOK Best-In-State Wealth Advisors (2/11/21). Data as of 6/30/20. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual 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 approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Forbes/SHOOK Best-In-State Wealth Advisors (1/6/20). Data as of 6/30/19. The Forbes ranking of Best-In-State Wealth Advisors 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. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Forbes/SHOOK Best-In-State Wealth Advisors (2/20/19). Data as of 6/30/18. The Forbes ranking of Best-In-State Wealth Advisors 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. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2018</p> <p>Forbes/SHOOK Best-In-State Wealth Advisors (2/15/18). Data as of 6/30/17. The Forbes ranking of Best-In-State Wealth Advisors 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. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p><b>Barron's Top 100 Private Wealth Management Teams</b></p> <p>2023</p> <p>Forbes/SHOOK Top Wealth Advisors (4/16/23). Data as of 12/31/23. The Forbes ranking of America’s Top Wealth Advisors 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 weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Barron’s Top 100 Private Wealth Management Teams (4/15/22). Data as of 12/31/21. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Barron’s Top 100 Private Wealth Management Teams (4/16/21). Data as of 12/31/20. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Barron’s Top 100 Private Wealth Management Teams (4/20/20). Data as of 12/31/19. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Barron’s Top 100 Private Wealth Management Teams (4/22/19). Data as of 12/31/18. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p><b>Barron’s Top 100 Financial Advisors</b></p> <p>2024</p> <p>Barron’s Top 100 Financial Advisors (5/10/24). Data as of 12/31/23. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. </p> <p>2023</p> <p>Barron’s Top 100 Financial Advisors (4/14/23). Data as of 12/31/22. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Barron’s Top 100 Financial Advisors (4/15/22). Data as of 12/31/21. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Barron’s Top 100 Financial Advisors (4/16/21). Data as of 12/31/20. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced</p> <p>2020</p> <p>Barron’s Top 100 Financial Advisors (4/20/20). Data as of 12/31/19. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Barron’s Top 100 Financial Advisors (4/22/19). Data as of 12/31/18. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2018</p> <p>Barron’s Top 100 Financial Advisors (4/21/18). Data as of 12/31/17. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2017</p> <p>Barron’s Top 100 Financial Advisors (4/15/17). Data as of 12/31/16. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2016</p> <p>Barron’s Top 100 Financial Advisors (4/16/16). Data as of 12/31/2015. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p><b>Barons Top 100 Women Financial Advisors</b></p> <p>2024</p> <p>Barron’s Top Women Financial Advisors (7/19/24). Data as of 3/31/24. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2023</p> <p>Barron’s Top Women Financial Advisors (6/16/23). Data as of 3/31/23. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.<span style="letter-spacing: 0.32px;"> </span></p> <p>2022</p> <p>Barron’s Top Women Financial Advisors (6/17/22). Data as of 3/31/22. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Barron’s Top Women Financial Advisors (6/18/21). Data as of 3/31/21. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Barron’s Top Women Financial Advisors (7/17/20). Data as of 3/31/20. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Fee paid to publication for advertisement materials after rating announced. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Barron’s Top Women Financial Advisors (6/7/19). Data as of 3/31/19. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2018</p> <p>Barron’s Top Women Financial Advisors (6/8/18). Data as of 3/31/18. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2017</p> <p>Barron’s Top Women Financial Advisors (6/15/17). Data as of 3/31/17. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2016</p> <p>Barron’s Top Women Financial Advisors (6/4/16). Data as of 3/31/16. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.<span style="letter-spacing: 0.32px;"> </span></p> <p><b>Barons Top 1,200 Advisors</b></p> <p>2024</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/8/24). Data as of 9/30/23. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2023</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/10/23). Data as of 9/30/22. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2022</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/11/22). Data as of 9/30/21. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2021</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/12/21). Data as of 9/30/20. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2020</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/13/20). Data as of 9/30/19. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2019</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/8/19). Data as of 9/30/18. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2018</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/8/18). Data as of 9/30/17. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2017</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/15/17). Data as of 9/30/16. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> <p>2016</p> <p>Barron’s Top 1,200 U.S. Financial Advisors (3/5/16). Data as of 9/30/2015. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="iparsys parsys aem-GridColumn aem-GridColumn--default--12"><div class="experience-fragment experiencefragment section"> <div id="experience-fragment-074cea9524" class="cmp-experiencefragment cmp-experiencefragment--wm-main-disclosure"> <div class="xf-content-height"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="text cmp-text--pt aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-text "> <p><span class="body-medium-heavier">LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT <a title="FINRA brokercheck" href="http://brokercheck.finra.org/" target="_blank">FINRA BROKERCHECK</a>.</span></p> <p>To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our <a class="chaseanalytics-opt-doc-dnld " href="https://www.jpmorgan.com/directdoc/form_crs.pdf" target="_blank" title="securities llc form">J.P. Morgan Securities LLC Form CRS (PDF)</a> and <a class="chaseanalytics-track-link " href="https://investment.jpmorgan.com/" target="_blank" title="guide to investment">Guide to Investment Services and Brokerage Products</a>.</p> <p>This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.</p> <p>This website provides information about the brokerage and investment advisory services provided by <b>J.P. Morgan Securities LLC</b> (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through <b>J.P. Morgan Securities LLC</b> (JPMS), a registered broker-dealer and investment adviser, member <a title="FINRA website" href="https://www.finra.org/" target="_blank">FINRA</a>, and <a class="chaseanalytics-opt-exlnk" href="https://www.sipc.org/">SIPC</a>. 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. 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