J.P. Morgan Wealth Management has achieved a new milestone with 295 advisors named in Forbes' 2025 Best-in-State Wealth Advisors ranking. This achievement also saw ten advisors part of America's Top Wealth Advisors list for a minimum of two consecutive years.
In seven state categories, Seventeen J.P. Morgan advisors ranked in the top 10, covering regions in California, Florida, Massachusetts, New Mexico, New York, Oregon, and Washington.
“These premier advisors are trusted partners to their clients, and this milestone speaks to the strength of that partnership," stated Phil Sieg, head of J.P. Morgan Advisors. "They consistently deliver highly-specialized guidance to address clients’ unique, sophisticated needs.”
The America's 2025 Top Wealth Advisors from J.P. Morgan include Colleen O'Callaghan from New York and Phil Scott based in Bellevue. O'Callaghan collaborates with ultra-high-net-worth individuals, corporate executives, and entrepreneurs. Scott's experience spans more than 30 years, advising on wealth opportunities and challenges.
Other advisors honored are Elaine Meyers from San Francisco, Matthew Babrick from Los Angeles, Glenn Degenaars, and Jason Babb, both from New York. Greg Onken in San Francisco and Andrew Vahab from Boca Raton are also recognized. Jordan Mayer and Catherine Evans, both from New York and San Francisco respectively, join them in receiving this accolade.
J.P. Morgan Wealth Management underscores their commitment to investing in top-tier talent and offering a wide array of services to support advisors and clients in market navigation and goal planning.
J.P. Morgan boasts being recognized as the Top Global Research Firm by Institutional Investor for four years.
Full lists and criteria for the Forbes 2025 America’s Top Wealth Advisors and Best-in-State Wealth Advisors are accessible online. Forbes/SHOOK Top Wealth Advisors use data as of June 30, 2024. Past ratings do not guarantee future success, and a fee was paid for advertising materials post-rating announcement.
J.P. Morgan Wealth Management is a part of JPMorgan Chase & Co. and provides investment products and services through J.P. Morgan Securities LLC. They have approximately 5,700 advisors and $1 trillion in assets under supervision across nearly 5,000 U.S. locations.
For further details on methodology and exclusions, their disclosures can be visited online.