J.P. Morgan Wealth Management has been recognized in Barron's prestigious rankings, with five advisors and ten teams making it to the Top 100 Financial Advisors and Top 250 Private Wealth Management Teams lists.
"Barron’s is a standard all advisors aspire toward, and we are so proud to see the dedication of some of our most beloved advisors recognized," said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
The consistent presence of these advisors and teams on the lists for at least two consecutive years highlights their sustained excellence. Phil Sieg, head of J.P. Morgan Advisors, stated, "It’s a privilege to work alongside this talented group of advisors and teams, who diligently support clients in managing their wealth and crafting their legacy."
Advisors honored include Phil Scott from Bellevue, Jordan Mayer from New York, Colleen O'Callaghan also from New York, Matthew Babrick from Los Angeles, and Elaine Meyers from San Francisco. Their expertise ranges across various financial domains catering to diverse client needs.
Teams recognized include The Phil Scott Group in Bellevue, The Vahab Group in Boca Raton, The OCB Group in San Francisco among others.
J.P. Morgan Wealth Management continues its investment in talent and resources providing access to specialists and research which aid clients in navigating markets effectively.
The firm has held the Top Global Research Firm position by Institutional Investor for four consecutive years.
Advisors were ranked based on assets under management and revenues generated for their firms while teams were evaluated on size, regulatory records among other criteria.
For more information about J.P. Morgan Wealth Management's services or to view Barron's full list visit their respective websites as provided above.