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Record 36 J.P. Morgan Advisors Honored on Barron’s Top 1,200 Financial Advisors List

Mar 11, 2024

New York, NY, March 11, 2024 – A record 36 J.P. Morgan Wealth Management advisors were recognized by Barron’s on its annual ranking of America’s Top 1,200 Financial Advisors. Thirty of them made the list for at least a second year in a row.

J.P. Morgan advisors took the #1 and #2 spots in Oregon, the #1 spot in Washington and Wyoming and the #3 spot in New Mexico.

“It’s a privilege to work alongside these industry-leading advisors,” said Phil Sieg, head of J.P. Morgan Advisors. “This recognition is a testament to their incredible abilities and drive. They showcase the first-class service we provide our clients here at J.P. Morgan and embody our people-first mission.”

Barron’s selected the following advisors:

California

  • Matthew Babrick – Los Angeles
  • Elaine Meyers – San Francisco
  • Rick Gordon – San Francisco
  • Hugh Beecher – San Francisco
  • Greg Onken – San Francisco
  • Tracey Gluck – Los Angeles
  • Catherine Evans – San Francisco
  • Steven Soja – San Francisco
  • Sam Schoner – San Francisco
  • Justin Tipp – San Diego
  • Brett Berry – Menlo Park


Florida

  • Salvatore Tiano – Jupiter
  • Andrew Vahab – Boca Raton
  • Roy Apple – Palm Beach Gardens
  • Louise Armour – Palm Beach Gardens
  • Kurt Sylvia – Palm Beach Gardens
  • Mark Donohue – Palm Beach Gardens

Georgia

  • Brian Jenkins – Atlanta

Massachusetts

  • Peter Noonan – Boston

New Jersey

  • Michael Taggart – Morristown

New Mexico

  • Jon Bull – Santa Fe – ranked #3 in New Mexico

New York

  • Jordan Mayer – New York
  • Glenn Degenaars – New York
  • Liz Weikes – New York
  • Jason Babb – New York
  • Christopher Wimpfheimer – New York
  • Jay Canell – New York
  • Neil Canell – New York

Oregon

  • Rebecca DeCesaro – Portland – ranked #1 in Oregon
  • Jeffrey Yandle – Portland – ranked #2 in Oregon

Pennsylvania

  • Jack Hafner – Philadelphia

Texas

  • Evan Troop – Dallas
  • Maxwell Pearl – Dallas

Washingtn

  • Phil Scott – Bellevue – ranked #1 in Washington
  • Michael Hershey – Bellevue

Wyoming

  • Dagny Maidman – Jackson – ranked #1 in Wyoming

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.

Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

To see the full ranking and information on criteria, visit https://www.barrons.com/advisor/report/top-financial-advisors/1000/2024?page=1

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.

Barron's Top 1,200 U.S. Financial Advisors (03/08/24, data as of 09/30/23); (03/10/23, data as of 9/30/22). 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

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INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED


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
Michaela Ross
michaela.n.ross@jpmorgan.com