Top Wealth + Best-in-State + Barron's 100 · rank 6 · Boca Raton, Florida · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (J.P. Morgan Securities LLC) (high)
- “Andrew Vahab is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.” — firm_official
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Parent company — JPMorgan Chase & Co. (high)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Team name — The Vahab Group (high)
- “Wealth Partners The Vahab Group” — firm_official
- Team size — 20 (medium)
- “Wealth Partners The Vahab Group” — firm_official
- CRD — 4618574 (high)
- “"ind_source_id":"4618574","ind_firstname":"Andrew","ind_lastname":"Vahab"” — sec_finra_regulatory
- Years experience — 23 (high)
- “"ind_industry_cal_date":"2003-03-17"” — sec_finra_regulatory
- Designations — CFP (high)
- “Andrew Vahab , CFP ® Managing Director Wealth Partner” — firm_official
Book of business
- Team AUM ($M) — 5300 (high)
- “Team Assets (Custodied) $5.3B” — forbes_shook
- Account minimum ($M) — 12.5 (high)
- “Minimum account size for new business $12.5M” — forbes_shook
- Typical client net worth ($M) — 37.5 (high)
- “Typical Net Worth of Relationships $25-50M” — forbes_shook
- Client niche — founders, entrepreneurs, venture capitalists, real estate developers and C-suite executives; multigenerational families (high)
- “At The Vahab Group, we pair deep experience with unwavering focus, disciplined advice and a multigenerational perspective to help clients put their wealth to work – intentionally, responsibly and with enduring impact.” — firm_official
- “has a reputation for professional excellence and personal care that has attracted an elite, nationwide clientele of prominent founders, thought leaders, entrepreneurs, venture capitalists, real estate developers and C-su” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/boca-raton/the-vahab-group/andrew-vahab (high)
- “Andrew Vahab , CFP ® Managing Director Wealth Partner MEET MY TEAM CONNECT WITH ME 5100 Town Center Circle Boca Raton , Florida 33486” — firm_official
- Value proposition (verbatim) — Significant wealth brings significant responsibility. At The Vahab Group, we pair deep experience with unwavering focus, disciplined advice and a multigenerational perspective to help clients put their wealth to work – intentionally, responsibly and with enduring impact. (high)
- “"Significant wealth brings significant responsibility. At The Vahab Group, we pair deep experience with unwavering focus, disciplined advice and a multigenerational perspective to help clients put their wealth to work – ” — firm_official
- Differentiators — multigenerational perspective on family wealth, deep experience with unwavering focus and disciplined advice, complex multi-generational financial solutions and capital market strategies, firm-wide capabilities of a global financial leader, clientele of founders, entrepreneurs, VCs and C-suite executives (high)
- “Personalized guidance begins with a conversation. Access the firm-wide capabilities of a global financial leader at your side.” — firm_official
- “"Significant wealth brings significant responsibility. At The Vahab Group, we pair deep experience with unwavering focus, disciplined advice and a multigenerational perspective to help clients put their wealth to work – ” — firm_official
- Content marketing — occasional (medium)
- “Markets and Economy Is it all one big AI trade? July 24, 2026 AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio str” — firm_official
- Has podcast — no (medium)
- “Awards About Me Insights Services Connect” — firm_official
- Books published — 0 (medium)
- “Andrew Vahab is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. He and his team joined the firm in 2023 after spending two years at First Republic and 19 years at Citi Personal Wealth Management ” — firm_official
- Linkedin url — https://www.linkedin.com/in/andrew-vahab-cfp%C2%AE-97a77413/ (medium)
- “Andrew Vahab, CFP® - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- Press awards — Barron's Top 100 Financial Advisors 2026 (#84 in the country), Barron's Top 250 Private Wealth Management Teams 2026, 2025, 2024, Barron's Top 1,500 Financial Advisors 2026, Barron's Top 1,200 Financial Advisors 2025, 2024, 2023, Barron's Top 100 Independent Wealth Advisors 2022 (high)
- “Barron's Top 100 Independent Wealth Advisors 2022 Top 100 Private Wealth Management Teams 2023 Top 1,200 Financial Advisors 2025 • 2024 • 2023 Top 250 Private Wealth Management Teams 2026 • 2025 • 2024 Top 1,500 Financia” — firm_official
- “Andrew Vahab (Boca Raton, FL) – #84 in the country” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
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- “
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “” — firm_official
- “
- Visual brand notes — Standard J.P. Morgan Wealth Partners template: corporate J.P. Morgan wordmark, brown/bronze accent icons on white, restrained serif-and-sans mix. No team mark; The Vahab Group set as text under a hero pull-quote. (high)
- “
” — firm_official - “Wealth Partners The Vahab Group Wealth Partners The Vahab Group” — firm_official
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