Seven J.P. Morgan Wealth Management and First Republic Advisors Named Barron’s Top Women Financial Advisors
New York, NY, June 20, 2023 – Barron’s recognized five J.P. Morgan Wealth Management advisors and two First Republic advisors on its 2023 Top Women Financial Advisors list, a compilation of the 100 best women advisors in the country.
“I’m thrilled that Barron’s is celebrating how these women have raised the bar in the industry and equally excited that so many talented female advisors have joined us from First Republic,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Across the board, they all tirelessly put their clients’ needs first. We’re so proud to have them on our team.”
The following J.P. Morgan advisors were honored. All have been on the three most recent Top Women rankings, and some longer.
- Colleen O’Callaghan
- Elaine Meyers
- Tracey Gluck
- Liz Weikes
- Louise Armour
First Republic, which was recently acquired by JPMorgan Chase, had the following advisors ranked. This is at least the second consecutive year these advisors have made the list.
- Dagny Maidman
- Catherine Evans
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.
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.
To see the full ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/women/2023?page=1
Barron's Top Women Financial Advisors (06/16/23, data as of 03/31/23); (6/17/22, data as of 3/31/22); (6/18/21, data as of 3/31/21). 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 $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,100 advisors and ~$691 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 30 offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
JPMorgan Chase & Co. recently acquired First Republic. The firm’s wealth-management business will eventually be incorporated in J.P. Morgan Wealth Management.
|LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.|
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. 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. 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.
Investment Advisory services are provided by First Republic Investment Management, Inc. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184. Certain trust and fiduciary services are provided by JPMorgan Chase Bank, N.A. or its subsidiaries. All entities are affiliated companies under the common control of JPMorgan Chase & Co.
© 2023 JPMorgan Chase & Co.