Best-in-State · rank 127 · Tempe, Arizona · listed firm: J.P. Morgan Wealth Management
Logo asset (hotlink-protected, view at source): https://brandfetch.com/jpmorgan.com
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “firm":"J.P. Morgan Wealth Management"” — forbes_shook
- Parent company — JPMorgan Chase (high)
- “J.P. Morgan Wealth Management is part of JPMorgan Chase & Co.” — firm_official
- Firm type — bank_brokerage (high)
- “J.P. Morgan Wealth Management operates as the wealth management division of JPMorgan Chase with self-custody model” — firm_official
- Team name — J.P. Morgan Wealth Management - Tempe (McClintock and Southern Office) (high)
- “McClintock and Southern Office” — firm_official
- Team size — gap: not_public
- CRD — 5740923 (high)
- “Individual CRD number 5740923” — sec_finra_regulatory
- Years experience — gap: not_public
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 225 (high)
- “Team Assets (Custodied): $225M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $500K-5M” — forbes_shook
- Client niche — generalist (high)
- “Serves individuals, families, business owners, executives and professionals” — forbes_shook
- Custodians — J.P. Morgan Securities LLC (high)
- “J.P. Morgan uses self-custody model; assets held directly by J.P. Morgan, not third-party custodians” — firm_official
- Fee model — aum_fee (high)
- “AUM-based percentage fees: 0.6% annually for accounts with $25,000–$249,999; 0.4% annually for accounts with $1,000,000+. Wrap account structure: single fee covers investment management, trading costs, and commissions.” — firm_official
Positioning & marketing
- Website url — https://jpmorganwealthmanagement.chase.com/advisor/az/adam-hrtanek (high)
- “Adam Hrtanek profile on J.P. Morgan Wealth Management” — firm_official
- Value proposition (verbatim) — Clear communication, education and a steadfast commitment to each client's goals (high)
- “Clear communication, education and a steadfast commitment to each client's goals” — forbes_shook
- Differentiators — Relationship-driven approach, Succession and generational wealth transfer strategies, Portfolio management, Wealth and retirement planning (high)
- “Relationship-driven approach, succession and generational wealth transfer strategies, portfolio management, wealth and retirement planning” — forbes_shook
- Content marketing — none (high)
- “No blog posts, newsletter, published articles, or thought leadership content identified” — firm_official
- Has podcast — no (high)
- “No podcast hosted by Adam Hrtanek identified” — general_press
- Books published — 0 (high)
- “No published books identified by Adam Hrtanek” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — instagram (medium)
- “@ahrtanek (Instagram account exists)” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (Arizona, Rank #127) (high)
- “Ranked #127 in Forbes Best-in-State Wealth Advisors (Arizona) for 2026; Assessment period June 30, 2024 – June 30, 2025; Independent assessment by Shook Research LLC” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Operates under standard J.P. Morgan Wealth Management branding; no independent team branding identified” — firm_official
- Logo url — https://brandfetch.com/jpmorgan.com (high)
- “J.P. Morgan logo: Eight-sided octagon with dynamic blue swoosh; Primary color #154C8A; Typography: Serif typeface” — firm_official
- Visual brand notes — Standard J.P. Morgan corporate branding: blue octagon logo (#154C8A), serif typography, professional financial services aesthetic. No independent team visual identity. (high)
- “Eight-sided octagon with dynamic blue swoosh, primary color #154C8A (professional blue), secondary color #000000 (black), serif typeface” — firm_official