J.P. Morgan Teams Honored in Forbes America’s Top Wealth Management Teams

Forbes honored 11 J.P. Morgan Wealth Management teams in its 2024 America’s Top Wealth Management Teams ranking, which recognizes the top 200 teams in the country. The prestigious list includes 31 J.P. Morgan financial advisors and their partners. 

Eight of these teams have earned a spot on the ranking for the second consecutive year, while five teams have been included on the ranking every year since the award’s inception. 

“These advisor teams exemplify the power of partnership,” said Phil Sieg, Head of J.P. Morgan Advisors. “Our teams are deeply dedicated to working together to provide exceptional service to their clients, and they prove to be among the best in the industry each year.”

Forbes recognized the following teams: 

• The O'Callaghan Thomas Group – New York, NY
• The Phil Scott Group – Bellevue, WA
• The Degenaars Babb Group – New York, NY
• The Babrick Team – Los Angeles, CA
• Maybach Partners – New York, NY
• The Weikes Slattery Group – New York, NY
• The Vahab Group – New York, NY
• The OCB Group – San Francisco, CA
• The Alta Group – San Francisco, CA
• The McPhee Haggerty Ledoux Longmire Group – Boston, MA
• The Evans Gibson Group – San Francisco, CA

J.P. Morgan Wealth Management continues to invest in top talent and resources for its advisors, such as award-winning research, product and family governance specialists, a wide range of investment strategies, including a comprehensive alternatives platform, and personalized marketing. The firm’s entrepreneurial culture and direct access to decision-makers helps advisors provide highly-specialized guidance to their clients.

J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.

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. 

Forbes/SHOOK America's Top Wealth Management Teams (11/13/24, data as of 03/31/24); (11/07/23, data as of 03/31/23); (11/08/22, 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

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 $4.2 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,700 advisors and $1 trillion 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 4,800 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.

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.

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Media Contact

Jami Tanner
jami.tanner@jpmorgan.com