Six J.P. Morgan Wealth Management Teams Selected for Inaugural Forbes Top Teams List
New York, NY, November 9, 2022 – Six J.P. Morgan Wealth Management teams were recognized on Forbes’ inaugural America’s Top Wealth Management Teams ranking.
“J.P. Morgan advisor teams offer our clients broad advice for their complex financial needs,” said Phil Sieg, CEO of J.P. Morgan Advisors. “The top teams recognized on this ranking embody the dedication and excellence we constantly strive for. We’ll continue to rely on our skilled teams to keep growing.”
Forbes recognized the following teams:
- The Canell Group – New York, NY
- The O'Callaghan Thomas Group – New York, NY
- OS Group – San Francisco, CA
- Maybach Partners – New York, NY
- McPhee Haggerty Ledoux & Longmire – Boston, MA
- The Weikes Group – 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 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 J.P. Morgan Advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.
The ranking includes 200 teams and was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
To see the full ranking and information on criteria, visit here for Top Private Wealth Teams and here for Top High Net Worth teams.
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 $3.8 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and ~$615 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.
Forbes/SHOOK America's Top Wealth Management Teams (11/08/22). Data as of 03/31/22. 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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