JP Morgan Wealth Management has topped a new record with almost 300 advisors selected for the Forbes 2025 Best-in-State Wealth Advisors ranking.
Of the 295 advisors selected, 10 were also named to the elite America’s Top Wealth Advisors list of the top 250 in the country for at least a second year in a row.
Seventeen JP Morgan advisors ranked in the top 10 in their state’s category across California, Florida, Massachusetts, New Mexico, New York, Oregon, and Washington.
Eric Tepper, head of the branch-based network at JP Morgan Wealth Management, says that the firm sets high standards and its advisors continue to raise them higher each year.
“Our growing team of advisors are focused on one shared goal: helping our clients make the most of their financial lives,” Tepper says.
Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.
“They consistently deliver highly-specialised guidance to address clients’ unique, sophisticated needs,” says Sieg.
Forbes named the following advisors America’s 2025 Top Wealth Advisors:
Colleen O’Callaghan (New York) works directly with a select group of ultra-high-net-worth individuals, multi-generational families, corporate executives and entrepreneurs to help them address the complexities of significant capital.
Phil Scott (Bellevue), with more than three decades of wealth management and investing experience, advises business owners, senior executives, entrepreneurs and multi-generational families about the opportunities and challenges that significant wealth can entail.
Elaine Meyers (San Francisco) offers a family office style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices.
Matthew Babrick (Los Angeles) has over 20 years of experience working with families and foundations to help them achieve their financial goals.
Glenn Degenaars (New York) brings clients more than 25 years of extensive wealth management experience and a passion for addressing their myriad financial objectives, including pre- and post-liquidity decisions for ultra-high-net-worth individuals and entrepreneurs.
Jason Babb (New York) has earned his stripes in wealth management and the military – serving ultra-high-net-worth families.
Greg Onken (San Francisco) is the founder of the OCB Group, a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families, and foundations.
Andrew Vahab (Boca Raton) has attracted an elite, nationwide clientele of prominent founders, thought leaders, entrepreneurs, venture capitalists, real estate developers and C-suite executives.
Jordan Mayer (New York), for more than 35 years, has served an elite clientele of wealthy individuals and families, as well as corporations, municipalities and non-profit organisations.
Catherine Evans (San Francisco) specialises in working with ambitious professionals who share her entrepreneurial spirit. Her strong competency in pre-and post-liquidity strategies proves especially valuable to clients.
JP Morgan Wealth Management is the US wealth management business of JPMorgan Chase & Co, a global financial services firm with assets of US$4 trillion and operations worldwide. JP Morgan Wealth Management has 5,700 advisors.
The firm’s advisors and clients benefit from access to product and family governance specialists, research, and a wide range of investment strategies. The firm’s offerings help advisors support clients in navigating the markets and planning for their goals.
Write to Adam Orlando at Mining.com.au
Images: JPMorgan Chase
