Press Releases

New York, NY, January 9, 2024 – Forbes recognized 64 J.P. Morgan Wealth Management teams on its Best-in-State Wealth Management Teams ranking. This marks a new record for the firm, with nearly four times as many J.P. Morgan teams on the list than last year.

“I’m proud to see so many J.P. Morgan teams represented on this year’s ranking,” said Phil Sieg, CEO of J.P. Morgan Advisors. “It’s a major accomplishment for the firm, and a real testament to the first-class service our advisor teams provide clients.”

“As we continue to grow this business and invest in our advisors, more of our advisor teams are recognized by the industry each year,” said Eric Tepper, CEO of Chase Wealth Management. “These top teams are devoted to serving our clients and helping them work towards their goals.”

In November 2023, 11 of these teams were also named Forbes America’s Top Wealth Management Teams for ranking in the top 200 teams across the country.

Forbes honored the following teams:

California

  • The Babrick Leff Mavredakis Team – Los Angeles, CA
  • Barnes, Chung, and Lally Team – Los Angeles, CA
  • Beecher-Gordon Team – San Francisco, CA
  • Berry-Ospina Team – Menlo Park, CA
  • Bessey-Bruser Team – Los Angeles, CA
  • Egan, Porpora, and Feliciano Team – San Francisco, CA
  • Evans Team – San Francisco, CA
  • Gioiello, Fletcher, Flanagan & Tipp – Newport Beach, CA
  • The Meyers Group – San Francisco, CA
  • McNamee-White Team – Los Angeles, CA
  • The Munman Group – Los Angeles, CA
  • The OS Group – San Francisco, CA
  • Pollock, Chang Yamaguchi, and Valdes Team – San Francisco, CA
  • Soja Team – San Francisco, CA
  • Webster-Weckbacher Team – Los Angeles, CA
  • Webster, Yoshimura, and Schanna Team – Los Angeles, CA

Florida

  • The Andrews Luther Webb Group – Palm Beach Gardens, FL
  • The Armour Group – Palm Beach Gardens, FL
  • Burns Wealth Management Group – Palm Beach Gardens, FL
  • LH Group – Miami, FL
  • Tiano-Smyth Team – Jupiter, FL
  • Ver Bockel-Raihle Team – Palm Beach Gardens, FL

Georgia

  • Alison Jenkins Podkulski Group – Atlanta, GA
  • The Firstman Horncastle Cram Worley Group – Atlanta, GA

Illinois

  • Jeff Myers and Jason Rotter at J.P. Morgan Wealth Management – Winnetka, IL
  • Melanie Sheedy and Michael Rymsza at J.P. Morgan Wealth Management – Lake Zurich, IL
  • The Miller Group – Chicago, IL

Louisiana

  • Jason Appe at J.P. Morgan Wealth Management – Mandeville, LA

Massachusetts

  • Botta-McCarron Group – Boston, MA
  • Corbett Mason Group – Boston, MA
  • The Dolgoff Group – Boston, MA
  • Fagan & Boshart Wealth Management – Boston, MA
  • The McPhee Haggerty Ledoux Longmire Group – Boston, MA
  • Nagle Team – Boston, MA
  • Peckler Team – Boston, MA
  • The Taylor Group – Boston, MA

New Jersey

  • Lynch, Inserra, and Kaufman Team – Paramus, NJ

New York

  • Brian Hafley, Gary Ottomanelli and Brian Terner at J.P. Morgan Wealth Management – New York, NY
  • The Canell Group – New York, NY
  • Condos, Morris, and Katzman Team – New York, NY
  • Degenaars-Babb Team – New York, NY
  • The Foster Winger Group – White Plains, NY
  • Fuchs-Schulman Team – New York, NY
  • The GGC Group – New York, NY
  • Gold Henry Wealth Management Team – White Plains, NY
  • The Grossman Group – New York, NY
  • The G Wealth Management Group – New York, NY
  • Joseph Minaudo and Christopher Lee at J.P. Morgan Wealth Management – New York, NY
  • The Kelly Group – New York, NY
  • Maybach Partners – New York, NY
  • The O'Callaghan Thomas Group – New York, NY
  • Pensato Team – New York, NY
  • SVDG Partners – New York, NY
  • Vahab Team – New York, NY
  • The Weikes Group – New York, NY
  • Wentzheimer Team – New York, NY

Oregon

  • Decesaro, Greene, and Yandle Team – Portland, OR
  • Leaverton-Strahan Team – Portland, OR

Pennsylvania

  • The Hafner Group – Philadelphia, PA

Texas

  • Clint Swinney, Tito Medina, Larry Donohue, David Fletcher and Jesse Dax at J.P. Morgan Wealth Management – Fort Worth, TX
  • The MTN Group – Dallas, TX

Washington

  • Heidrick Team – Bellevue, WA
  • Scott Team – Bellevue, WA

Washington, D.C.

  • The Washingtonian Group – Washington, D.C.

 

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 full ranking and information on criteria, visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=656b599476f2.

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 ~$882 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 Management Teams Best-In-State (1/9/24, data as of 3/31/23); (1/12/23, data as of 3/31/22). 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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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.

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