J.P. Morgan Top Advisors Recognized by Barron’s

J.P. Morgan Wealth Management had 27 advisors recognized in Barron’s Top 1,200 U.S. Financial Advisors ranking, including the leading advisor in Washington and advisors in the top 10 in California, Florida and Oregon. Notably, nearly three-quarters of these top-rated advisors have been honored for at least the third consecutive year, underscoring their consistent excellence and dedication to the field.

“Our advisors continue to impress, truly partnering with clients to help them navigate the complexities of wealth management,” said Phil Sieg, Head of J.P. Morgan Advisors. “I’m proud that J.P. Morgan remains a leading firm for top-ranked advisors to grow their business and for clients to receive personalized advice.”

This recognition highlights J.P. Morgan's commitment to providing unparalleled financial guidance and fostering long-term client relationships. The firm remains dedicated to supporting its advisors in delivering innovative offerings and personalized strategies to meet the diverse needs of their clients.

The following J.P. Morgan Wealth Management advisors were recognized by Barron’s:

California

• Matthew Babrick – Los Angeles
• Elaine Meyers – San Francisco
• Greg Onken – San Francisco
• Tracey Gluck – Los Angeles
• Catherine Evans – San Francisco
• Steven Soja – San Francisco
• Sam Schoner – San Francisco
• Drew Corradini – San Francisco
• Justin Tipp – La Jolla

Florida

• Andrew Vahab – Boca Raton
• David Li – Palm Beach Gardens
• Louise Armour – Palm Beach Gardens
• Mark Donohue – Palm Beach Gardens

Georgia

• Brian Jenkins – Atlanta

Massachusetts

• Peter Noonan – Boston

New York

• Jordan Mayer – New York
• Glenn Degenaars – New York
• Liz Weikes – New York
• Jason Babb – New York
• Christopher Wimpfheimer – New York

Oregon

• Rebecca DeCesaro – Portland
• Jeffrey Yandle – Portland

Pennsylvania

• Jack Hafner – Philadelphia

Texas

• Max Pearl – Dallas

Washington

• Phil Scott – Bellevue – ranked #1 in state
• Michael Hershey – Bellevue

Washington, D.C.

• Rick Schultz – Washington, D.C.

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.

Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

To see the Barron’s Top 1,200 U.S. Financial Advisors and for information on criteria: https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1

Barron's Top 1,200 U.S. Financial Advisors (03/07/25, data as of 09/30/24); (03/08/24, data as of 09/30/23); (03/10/23, data as of 09/30/22). 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 $4.0 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.

© 2025 JPMorgan Chase & Co.

Media contact

Jami Tanner
jami.tanner@jpmorgan.com