Forbes Recognizes Record Number of J.P. Morgan Wealth Management Advisors in Top Women Ranking

New York, NY, February 4, 2022 – A record number of J.P. Morgan Wealth Management advisors have been recognized as top women advisors by Forbes.

Forty-five J.P. Morgan advisors were selected for Forbes’  Top Women Wealth Advisors Best-in-State 2022 ranking. Six of them were also named America’s Top Women Wealth Advisors for ranking in the top 100.

“These women are incredible advisors with a relentless dedication to helping their clients make the most of their money,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Seeing J.P. Morgan Wealth Management break our record for top women advisors is a testament to their persistent hard work and makes me incredibly proud.”

Forbes recognized the following advisors:

• Louise Armour, Wealth Partner – Palm Beach Gardens, FL
• Galit Ben-Joseph, Wealth Advisor – New York, NY
• Gwen Campbell, Wealth Partner – San Francisco, CA
• Tracey Gluck, Wealth Partner – Los Angeles, CA
• Elaine Meyers, Wealth Partner – San Francisco, CA
• Madelyn Miller, Wealth Advisor – New York, NY
• Colleen O'Callaghan, Wealth Partner – New York, NY
• Avideh Safaei, Wealth Advisor – White Plains, NY
• Annemarie von der Goltz, Wealth Advisor – New York, NY
• Liz Weikes, Wealth Partner – New York, NY
  
  
• Samira Arikat, Private Client Advisor – Scottsdale, AZ
• Chitra Arora, Private Client Advisor – Monmouth Junction, NJ
• Sherre Barber, Private Client Advisor – Dallas, TX
• Susan Barnett, Private Client Advisor – Mercer Island, WA
• Jeanne Berger, Private Client Advisor – New York, NY
• Charlotte Bouche, Private Client Advisor – Brookfield, WI
• Gabrielle Brown, Private Client Advisor – New York, NY
• Nancy Contino, Private Client Advisor – East Meadow, NY
• Stephanie Crocker, Private Client Advisor – Evanston, IL
• Ralitsa Delgado, Private Client Advisor – Hastings On Hudson, NY
• Janie Emrick, Private Client Advisor – Findlay, OH
• Kate Evans, Private Client Advisor – Wheaton, IL
• Lisa Forsythe, Private Client Advisor – Houston, TX
• Carrie French, Private Client Advisor – Hinsdale, IL
• Ami Ibarra, Private Client Advisor – Livermore, CA
• May Khamo, Private Client Advisor – Glenview, IL
• Leslie Little, Private Client Advisor – Scottsdale, AZ
• Jaime Lutz, Private Client Advisor – Phoenix, AZ
• Donna Lynn, Private Client Advisor – Fairfield, OH
• Diana Menaker, Private Client Advisor – Miami, FL
• Irene Morciglio, Private Client Advisor – Valley Stream, NY
• Natalia Paris, Private Client Advisor – Miami, FL
• Lydia Prokop, Private Client Advisor – Harrison, NY
• Ekta Roongta, Private Client Advisor – Millburn, NJ
• Zeenath Selvakumar, Private Client Advisor – Houston, TX
• Crystal Shi, Private Client Advisor – Cupertino, CA
• Maria Smith, Private Client Advisor – Danville, CA
• Tiffany Smith, Private Client Advisor – Fort Worth, TX
• Vivian Spyropoulos, Private Client Advisor – Mamaroneck, NY
• Tequilla Swan, Private Client Advisor –  Phoenix, AZ
• Anita Testa, Private Client Advisor – Highland Park, IL
• Cherie Turnwald, Private Client Advisor – Lima, OH
• Peggy Valencia, Private Client Advisor – Little Neck, NY
• Christine Weidig, Private Client Advisor – Painesville, OH
• Catherine Wong, Private Client Advisor – New York, NY

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 the new concierge service for J.P. Morgan Advisors which offers personal, on-demand assistance to help advisors better serve clients, the Advisor Growth Program to provide financial advisors with the tools to grow their careers and the Client Relationship Succession Program which provides J.P. Morgan Advisors a unique opportunity to expand their business while helping tenured advisors build a path toward retirement.

The ranking includes 1,377 advisors and was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

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 $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and more than $700 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 4,800 Chase branches throughout the U.S., or in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter.

To see the full list of Top Women Wealth Advisors Best-in-State and information on criteria, visit https://www.forbes.com/best-in-state-women-advisors/#6da97d0f6b20

To see the Top 100 list of America’s Top Women Wealth Advisors, visit https://www.forbes.com/top-women-advisors/#54921be51f44

Data provided by SHOOK^®Research, LLC. Data as of 9/30/21.

Source: Forbes.com (February, 2022).  America’s Top Women Advisors ranking was developed by SHOOK Research and 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
 

Awards or rankings are not indicative of future success or results.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities 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. Products not available in all states.

© 2022 JPMorgan Chase & Co.

Media Contact
Michaela Nichols
michaela.e.nichols@jpmchase.com