Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking
New York, NY, June 21, 2021 – Five J.P. Morgan Wealth Management advisors have been recognized on Barron’s annual list of Top Women Financial Advisors.
Barron’s honored the following advisors:
- Louise Armour – Palm Beach Gardens, FL
- Tracey Gluck – Los Angeles, CA
- Elaine Meyers – San Francisco, CA
- Colleen O'Callaghan – New York, NY
- Elizabeth Weikes – New York, NY
“I am proud to work with this group of exceptional advisors who relentlessly strive for excellence,” said Phil Sieg, CEO of J.P. Morgan Advisors. “These advisors work tirelessly to serve their clients and help them achieve their financial goals. I look forward to watching their continued success.”
Barron’s ranks the top 100 women financial advisors in the U.S. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
The full ranking can be seen here: https://www.barrons.com/advisor/report/top-financial-advisors/women?mod=faranking_subnav
Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co. (NYSE:JPM), a leading global financial services firm with assets of $3.2 trillion and operations worldwide. J.P. Morgan Wealth Management, which offers investment products and services through J.P. Morgan Securities LLC, member FINRA/SIPC, has ~4,000 advisors and ~$630 billion assets under supervision. Customers 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 3,500 Chase branches throughout the U.S., or scheduling a meeting with a J.P. Morgan Advisor in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com.