Record 11 J.P. Morgan Wealth Management Teams Honored on Forbes Top Teams Ranking
New York, NY, November 7, 2023 – Forbes selected a record 11 J.P. Morgan Wealth Management teams, representing 31 advisors and their colleagues, for its 2023 America’s Top Wealth Management Teams list. This ranking honors the top 200 teams in the country.
Nine J.P. Morgan teams are being recognized for the second time on this ranking, which was created in 2022.
“These top teams embody our deep culture of partnership here at J.P. Morgan,” said Phil Sieg, CEO of J.P. Morgan Advisors. “Our advisors rely on collaboration to provide exceptional service to clients, and I’m proud to see their hard work recognized.”
Forbes distinguished the following teams:
- The O'Callaghan Thomas Group – New York, NY
- Degenaars-Babb Team – New York, NY
- The Babrick Leff Mavredakis Team – Los Angeles, CA
- The OS Group – San Francisco, CA
- The Canell Group – New York, NY
- Tiano-Smyth Team – Jupiter, FL
- Maybach Partners – New York, NY
- Alison Jenkins Podkulski Group – Atlanta, GA
- The Weikes Group – New York, NY
- Egan, Porpora, and Feliciano Team – San Francisco, CA
- The McPhee Haggerty Ledoux Longmire Group – Boston, MA
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 for J.P. Morgan Advisors which offers personal, on-demand assistance to help advisors better serve clients, and the Client Relationship Succession Program which provides advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.
The ranking includes 200 teams and was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
Forbes/SHOOK America's Top Wealth Management Teams (11/07/23). Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
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 $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and ~$882 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 4,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
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