Top Wealth · rank 70 · San Francisco, California · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (J.P. Morgan Securities LLC) (high)
- “Currently employed by and registered with the following Firm(s): IA J.P. MORGAN SECURITIES LLC 560 MISSION STREET SAN FRANCISCO, CA 94105 CRD# 79 Registered with this firm since: 01/06/2016” — sec_finra_regulatory
- “Elaine Meyers is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “Currently employed by and registered with the following Firm(s): IA J.P. MORGAN SECURITIES LLC 560 MISSION STREET SAN FRANCISCO, CA 94105 CRD# 79” — sec_finra_regulatory
- Firm type — bank_brokerage (high)
- “Currently employed by and registered with the following Firm(s): IA J.P. MORGAN SECURITIES LLC 560 MISSION STREET SAN FRANCISCO, CA 94105 CRD# 79 Registered with this firm since: 01/06/2016” — sec_finra_regulatory
- Team name — The Meyers Group (high)
- “The Meyers Group | J.P. Morgan Wealth Advisors in San Francisco, CA” — firm_official
- Team size — 10 (medium)
- “Elaine Meyers - Managing Director, Wealth Partner; Anna M. Ochoa - Executive Director, Wealth Advisor; Alex Meyers - Wealth Advisor; Anne Hawley - Vice President, Business Management Specialist; Frank DeBenedittis - Exec” — firm_official
- CRD — 2636242 (high)
- “BrokerCheck Report Elaine Meyers CRD# 2636242” — sec_finra_regulatory
- Years experience — 30 (high)
- “B General Securities Representative Examination Series 7 10/23/1995” — sec_finra_regulatory
- “B 10/1995 - 03/1997 BA INVESTMENT SERVICES, INC. 12965 OAKLAND, CA” — sec_finra_regulatory
- Designations — — (medium)
- “This individual has passed 0 principal/supervisory exams, 3 general industry/product exams, and 2 state securities law exams.” — sec_finra_regulatory
- “Elaine Meyers is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.” — firm_official
Book of business
- Team AUM ($M) — 5300 (high)
- “"Team Assets (Custodied)":"$5.3B"” — forbes_shook
- Account minimum ($M) — 25 (high)
- “"Minimum account size for new business":"$25M"” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “"Typical Net Worth of Relationships":"$30M-1.5B"” — forbes_shook
- Client niche — technology founders, Silicon Valley entrepreneurs, executives and family offices (high)
- “She 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.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Elaine brings guidance in the areas of diversification of concentrated wealth, tax minimization, estate planning and other long-term wealth management strategies.” — firm_official
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/san-francisco-(mission-street)/the-meyers-group/elaine-meyers (high)
- “Elaine Meyers Managing Director Wealth Partner” — firm_official
- Value proposition (verbatim) — My team and I offer a family office–style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices. (high)
- “"My team and I offer a family office–style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices."” — firm_official
- “We help empower our clients financially so they can concentrate on what they do best.” — firm_official
- Differentiators — family office–style approach to comprehensive wealth management, diversification of concentrated wealth, tax minimization and estate planning, over two decades of ultra-high-net-worth investment experience, boutique advisory environment within a global bank (high)
- “Elaine brings guidance in the areas of diversification of concentrated wealth, tax minimization, estate planning and other long-term wealth management strategies. With over two decades of ultra-high-net-worth investment ” — firm_official
- “Elaine joined J.P. Morgan in 2016 to offer clients the boutique advisory environment available at the firm.” — firm_official
- Content marketing — occasional (medium)
- “Insights Markets and Economy International stock market performance so far in 2026: Europe, China, India and more August 11,” — firm_official
- “1 week ago: Posted about July FOMC meeting” — social_or_third_party_db
- Has podcast — no (medium)
- “Insights Markets and Economy International stock market performance so far in 2026: Europe, China, India and more August 11,” — firm_official
- Books published — 0 (medium)
- “Elaine lives in the Bay Area with her husband, Mike, and their four children. Outside of the office, she enjoys spending time with her family.” — firm_official
- Linkedin url — https://www.linkedin.com/in/elaine-meyers-904 (high)
- Social presence — linkedin_active (medium)
- “https://www.linkedin.com/in/elaine-meyers-904” — firm_official
- “5 days ago: Shared content on AI market trends” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors 2026 — #62 in the country, Barron's Top 100 Women Financial Advisors 2026 — #4 in the country, Barron's Hall of Fame 2020, Barron's Top 250 Private Wealth Management Teams (The Meyers Group), Working Mother Top Wealth Advisor Moms 2020, 2019, 2018, 2017 (high)
- “Elaine Meyers (San Francisco, CA) – #62 in the country” — professional_press
- “Elaine Meyers (San Francisco, CA) – #4 in the country” — professional_press
Visual brand
- Has distinct logo — no (high)
- “<img class="Header-logoImage" src="//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png"” — firm_official
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “<img class="Header-logoImage" src="//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png"” — firm_official
- Visual brand notes — J.P. Morgan corporate system, no team mark: brown/umber accents (#8a4828, #703414) on warm off-white and slate grey, serif headlines, formal headshot plus market-article thumbnails. (high)
- “<img class="Header-logoImage" src="//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png"” — firm_official
