J.P. Morgan Hits New Milestone with 295 Advisors on Forbes Best-in-State List

J.P. Morgan Wealth Management topped a new record with 295 advisors selected for the Forbes 2025 Best-in-State Wealth Advisors ranking. Ten of these individuals 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 J.P. Morgan advisors ranked in the top 10 in their state’s category across California, Florida, Massachusetts, New Mexico, New York, Oregon and Washington.

“These premier advisors are trusted partners to their clients, and this milestone speaks to the strength of that partnership,” said Phil Sieg, head of J.P. Morgan Advisors. “They consistently deliver highly-specialized guidance to address clients’ unique, sophisticated needs.”

“We set high standards at J.P. Morgan Wealth Management, and our advisors continue to raise them higher each year,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “Our growing team of advisors are focused on one shared goal: helping our clients make the most of their financial lives.”

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 and his country with integrity, candor and consideration.
• 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. He is particularly skilled at providing complex multi-generational financial and capital market strategies.
• 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 organizations.
• Catherine Evans (San Francisco) specializes in working with ambitious professionals who share her entrepreneurial spirit. Her strong competency in pre-and post-liquidity strategies proves especially valuable to clients.

The following advisors were named 2025 Best-in-State Wealth Advisors:

J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients benefit from access to product and family governance specialists, award-winning research and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.

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

To see the list of Forbes 2025 America’s Top Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-wealth-advisors/

To see the full list of Forbes 2025 Best-in-State Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

Forbes/SHOOK Top Wealth Advisors (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23). 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

Forbes/SHOOK Top Wealth Advisors Best-In State (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23). 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 $4.0 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 nearly 5,000 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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Jami Tanner
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