Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List

New York, NY, April 3, 2024 – Over 200 J.P. Morgan Wealth Management advisors were recognized on Forbes’ 2024 Best-in-State Wealth Advisors ranking. That’s more than double last year’s record.

“Our advisors continue raising the bar,” said Phil Sieg, head of J.P. Morgan Advisors. “I’m grateful to work alongside these industry leaders and see them recognized for growing their business and putting their clients first every day.”

“Whether this is their first time being recognized or they’ve previously earned this achievement, these individuals consistently deliver exceptional service,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “I’m incredibly proud of our advisors across the country who go above and beyond to help our clients achieve their financial goals.”

In total, 218 J.P. Morgan advisors made the Forbes 2024 Best-in-State Wealth Advisors list. Sixteen of these advisors were also named America’s Top Wealth Advisors for ranking in the top 250 of financial advisors in the United States. Thirteen are being recognized in the top 250 by Forbes for at least a second year in a row. 

• Colleen O’Callaghan, Wealth Partner – New York, NY 
• Sal Tiano, Wealth Partner – Jupiter, FL
• Phil Scott, Wealth Partner – Bellevue, WA
• Elaine Meyers, Wealth Partner – San Francisco, CA
• Matthew Babrick, Wealth Partner – Los Angeles, CA
• Glenn Degenaars, Wealth Partner – New York, NY
• Brett Langbert, Wealth Partner – Palm Beach Gardens, FL
• Jason Babb, Wealth Partner – New York, NY
• Greg Onken, Wealth Partner – San Francisco, CA
• Andrew Vahab, Wealth Partner – Boca Raton, FL
• Rick Gordan, Wealth Partner – San Francisco, CA
• Hugh Beecher, Wealth Partner – San Francisco, CA
• Jordan Mayer, Wealth Partner – New York, NY
• Jay Canell, Wealth Partner – New York, NY
• Neil Canell, Wealth Partner – New York, NY
• Catherine Evans, Wealth Partner – San Francisco, CA

Forbes recognized the following advisors as Best-in-State Wealth Advisors:

Arizona

• Kevin Guinan, Private Client Advisor – Scottsdale
• Leslie Little, Private Client Advisor – Scottsdale
• Jaime Lutz, Private Client Advisor – Scottsdale
• Michael Lyons, Private Client Advisor – Sun City
• Michael Ridley, Private Client Advisor – Scottsdale
• Tequilla Swan, Private Client Advisor – Scottsdale

California

• Christian Ach, Wealth Advisor – San Francisco
• John Barnes, Wealth Partner – Los Angeles
• Brett Berry, Wealth Partner – Menlo Park
• Dan Bessey, Wealth Partner – Los Angeles
• Andrea Borgioli, Wealth Partner – Santa Barbara
• Brian Brocious, Wealth Partner – San Francisco
• Barbara Bruser, Wealth Partner – Los Angeles
• Christopher Chase, Wealth Partner – San Francisco
• Brian Chinn, Wealth Partner – San Francisco
• Sanah Chung, Wealth Partner – Los Angeles
• Bradley Cooperman, Private Client Advisor – Del Mar
• Drew Corradini, Wealth Partner – San Francisco
• Drew Curto, Wealth Advisor – Los Angeles
• Anthony Custodio, Wealth Partner – Palo Alto
• Tom Egan, Wealth Partner – San Francisco
• Douglas Feliciano, Wealth Partner – Walnut Creek
• Doug Fiek, Wealth Partner – San Francisco
• Maureen Flanagan, Wealth Partner – Newport Beach
• James Fletcher, Wealth Partner – Newport Beach
• Jerrad Forman, Private Client Advisor – Santa Clara
• Matthew Fournier, Wealth Partner – Los Angeles
• Vito Gioiello, Wealth Partner – Santa Barbara
• Tracey Gluck, Wealth Partner – Los Angeles
• Ami Ibarra, Private Client Advisor – Dublin
• Kyle Kazmer, Wealth Partner – Los Angeles
• Christopher Kelly, Private Client Advisor – Newport Beach
• Joshua Kuo, Private Client Advisor – Santa Clara
• Joseph P. Lally, Wealth Partner – Los Angeles
• Trung Lam, Private Client Advisor – Santa Clara
• Jeff Loventhal, Private Client Advisor – Oakland
• Kevin Lynn, Wealth Partner – Newport Beach
• John McNamee, Wealth Partner – Los Angeles
• Ronald Munman, Wealth Partner – Los Angeles
• Aaron Nichols, Wealth Partner – Palo Alto
• Michelle Piper, Private Client Advisor – Dublin
• Devon Porpora, Wealth Partner – San Francisco
• Erik Ralston, Wealth Partner – San Francisco
• Theresa Rutledge, Wealth Partner – Palo Alto
• Crystal Shi, Private Client Advisor – Santa Clara
• Steven Soja, Wealth Partner – San Francisco
• Justin Tipp, Wealth Partner – San Diego
• Gregory Webster, Wealth Partner – Los Angeles
• Keith Webster, Wealth Partner – Los Angeles
• Daniel White, Wealth Partner – Los Angeles

Florida

• Sergio Akselrad, Wealth Partner – Miami
• Christopher Andrews, Wealth Partner – Palm Beach Gardens
• Louise Armour, Wealth Partner – Palm Beach Gardens
• Robert Burns, Wealth Partner – Palm Beach Gardens
• Anthony Caravetta, Private Client Advisor – Miami
• Edward Collins, Private Client Advisor – Orlando
• Jay Couturier, Private Client Advisor – Merritt Island
• Mark Donohue, Wealth Partner – Palm Beach Gardens
• Ethan Emma, Wealth Partner – Palm Beach Gardens
• Phillip Gilbert, Wealth Partner – Jupiter
• Justin Girard, Wealth Advisor – Palm Beach Gardens
• Devin Hill, Wealth Advisor – Miami
• Louie Kontos, Private Client Advisor – Boca Raton
• Neil Koricanac, Wealth Advisor – Palm Beach
• David Li, Wealth Partner – Palm Beach Gardens
• Diana Menaker, Private Client Advisor – Miami
• Maureen Raihle, Wealth Partner – Palm Beach
• Kurt Sylvia, Wealth Partner – Palm Beach Gardens
• John Ver Bockel, Wealth Partner – Palm Beach

Georgia

• Andrew Firstman, Wealth Partner – Atlanta
• Brian Jenkins, Wealth Partner – Atlanta
• Mike Podkulski, Wealth Partner – Atlanta
• Chris Rezek Sr., Wealth Partner – Atlanta

Illinois

• Michael Brady, Private Client Advisor – Lake Forest
• Eric Eugene, Private Client Advisor – Glenview
• Kate Evans, Private Client Advisor – Wheaton
• Alan Feutz, Private Client Advisor – Arlington Heights
• Joel Grachan, Private Client Advisor – Chicago
• Mazin Habib, Private Client Advisor – Park Ridge
• Shawn Marks, Private Client Advisor – Park Ridge
• Andrew Miarka, Private Client Advisor – Glenview
• Joshua Miller, Wealth Partner – Chicago
• Jeff Myers, Private Client Advisor – Winnetka
• Brandon Perry, Private Client Advisor – Saint Charles
• Benjamin Pogofsky, Wealth Advisor – Chicago
• Jacob Pottschmidt, Wealth Advisor – Chicago
• Daniel Resnick, Wealth Partner – Chicago
• Kenneth Scott, Private Client Advisor – Chicago
• Mark Sessa, Private Client Advisor – Arlington Heights
• Jim Simpson, Private Client Advisor – Wheaton
• Andrew Stevenson, Private Client Advisor – Park Ridge

Louisiana

• Jason Appe, Private Client Advisor – Mandeville

Massachusetts

• Frank Botta, Wealth Partner – Boston
• Patrick Corbett, Wealth Partner – Boston
• Ross Dolgoff, Wealth Advisor – Boston
• Jamie Fagan, Wealth Partner – Boston
• Bill Graham, Wealth Partner – Boston
• Sam Hodgson, Wealth Partner – Boston
• Bruce Ledoux, Wealth Partner – Boston
• Robert Mason, Wealth Partner – Boston
• John McPhee, Wealth Partner – Boston
• Neil Mehra, Wealth Advisor – Boston
• James Minchello, Wealth Partner – Boston
• Derek Mohamed, Wealth Partner – Wellesley Hills
• Brian Nagle, Wealth Partner – Boston
• Peter Noonan, Wealth Partner – Boston
• Max Peckler, Wealth Partner – Boston
• James Taylor, Wealth Partner – Boston
• Jeffrey Titus, Wealth Partner – Boston
• Brian Turner, Wealth Advisor – Boston

Michigan

• Jonathan Saffiedine, Private Client Advisor – Plymouth
• Jeff Smaka, Private Client Advisor – Troy

New Jersey

• Murali Balasubramanian, Wealth Partner – Morristown
• Daniel Roh, Private Client Advisor – Paramus
• Michael Taggart, Wealth Partner – Morristown

New Mexico

• Jon Bull, Wealth Partner – Santa Fe

New York

• Patrick Amato, Wealth Partner – New York
• Michael Azayev, Private Client Advisor – Brooklyn
• Abe Borenstein, Wealth Partner – New York
• Michael Briese, Private Client Advisor – New York
• Steve Condos, Wealth Partner – New York
• Robert DeMarco, Private Client Advisor – New York
• James Dempsey, Wealth Partner – Garden City
• Osher Douek, Private Client Advisor – Brooklyn
• George Fuchs, Wealth Partner – New York
• Stephen Gold, Wealth Partner – West Harrison
• Steven Grill, Wealth Partner – New York
• Adam Grossman, Wealth Partner – New York
• Bill Grous, Wealth Partner – New York
• David Guthrie, Wealth Partner – New York
• Brian Hafley, Private Client Advisor – New York
• Timothy Hanson, Private Client Advisor – West Harrison
• Adam Hirsch, Wealth Partner – New York
• Paul Ippolito, Private Client Advisor – West Harrison
• Kit Jackson, Wealth Partner – New York
• Ches Kasow, Private Client Advisor – Brooklyn
• Russell Loesch, Private Client Advisor – New York
• Radhika Mehta, Wealth Partner – New York
• Madelyn Miller, Wealth Partner – New York
• Joseph Minaudo, Private Client Advisor – New York
• John Mizrahi, Private Client Advisor – New York
• David Munoz, Wealth Partner – West Harrison
• Natalya Muravchik, Wealth Advisor – West Harrison
• Gary Ottomanelli, Private Client Advisor – New York
• Arthur Pensato, Wealth Partner – New York
• Thomas Pescherine, Wealth Advisor – New York
• Ray Powers, Wealth Partner – New York
• Charles Radcliffe, Wealth Advisor – New York
• John Rasulo, Wealth Partner – New York
• Steve Roitman, Private Client Advisor – Brooklyn
• David Schulman, Wealth Partner – New York
• Christopher Scibilia, Private Client Advisor – New York
• Hiral Shah, Private Client Advisor – West Harrison
• Peter Sikora, Private Client Advisor – West Harrison
• John Slattery, Wealth Partner – West Harrison
• William Slayne, Wealth Partner – New York
• Stephen Stabile, Wealth Partner – New York
• David Starker, Wealth Partner – New York
• Brian Terner, Private Client Advisor – New York
• James Tilley, Private Client Advisor – New York
• Chris VanVynck, Private Client Advisor – New York
• James Venetos, Wealth Partner – New York
• Tad Waldbauer, Wealth Partner – New York
• Liz Weikes, Wealth Partner – New York
• Ed Wentzheimer, Wealth Partner – New York
• Christopher Wimpfheimer, Wealth Partner – New York
• Igor Yurovskiy, Private Client Advisor – Rochester
• Mote Zawalunow, Private Client Advisor – New York

Ohio

• Brian Roloson, Private Client Advisor – Columbus
• Steven Stofflet, Private Client Advisor – Columbus
• Cherie Turnwald, Private Client Advisor – Lima

Oregon 

• Rebecca DeCesaro, Wealth Partner – Portland
• Jeffrey Greene, Wealth Partner – Portland
• Ryan Jones, Wealth Partner – Portland
• Clarke Leaverton, Wealth Partner – Portland
• Lucas Newman, Wealth Partner – Portland
• Spencer Strahan, Wealth Advisor – Portland
• Jeffrey Yandle, Wealth Partner – Portland

Texas

• Faisal Afzaal, Private Client Advisor – Sugar Land
• Sherre Barber, Private Client Advisor – Dallas
• Andrew Bishara, Private Client Advisor – Sugar Land
• Justin Burns, Wealth Partner – Dallas
• Gus Fernandez, Private Client Advisor – Dallas
• Lisa Forsythe, Private Client Advisor – Houston
• Bill Harris, Private Client Advisor – Sugar Land
• Ron Hinson, Private Client Advisor – Houston
• Jason Holland, Wealth Partner – Dallas
• Tito Medina, Private Client Advisor – Fort Worth
• Kevin Pasha, Private Client Advisor – Houston
• Max Pearl, Wealth Partner – Dallas
• Zeenath Selvakumar, Private Client Advisor – Houston
• Christopher Sheets, Wealth Partner – Houston
• Ryan Stewart, Wealth Partner – Dallas
• Clint Swinney, Private Client Advisor – Fort Worth
• Evan Troop, Wealth Partner – Dallas

Washington

• Emil Anderson, Private Client Advisor – Seattle
• Barney Cohen, Wealth Partner – Seattle
• Michael Hershey, Wealth Partner – Bellevue

Washington, D.C.

• Rick Schultz, Wealth Partner – Washington, D.C.
• Eric Teichberg, Wealth Partner – Washington, D.C. 

Wisconsin

• James Hayes, Private Client Advisor – Green Bay
• Kevin Lenci, Private Client Advisor – Oak Creek

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.

JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P. Morgan Wealth Management.

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

To see the list of Forbes’ America’s Top Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-wealth-advisors/?sh=6dd35c051c7c

To see the full list of Forbes’ Best-in-State Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

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 $900+ 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 J.P. Morgan Wealth Management  on LinkedIn.

Forbes/SHOOK Top Wealth Advisors (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). 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

Forbes/SHOOK Top Wealth Advisors Best-In State (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). 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 

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 adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

© 2024 JPMorgan Chase & Co.

Media Contact
Jami Tanner
jami.tanner@jpmorgan.com