Best-in-State · rank 64 · Scottsdale, Arizona · listed firm: J.P. Morgan Wealth Management
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 a division of JPMorgan Chase & Co.” — firm_official
- Firm type — bank_brokerage (high)
- “J.P. Morgan Wealth Management is the wealth management division of JPMorgan Chase, a bank holding company.” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 635 (high)
- “Team Assets (Custodied)":"$635M"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships":"$2.5-5M"” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts":"$750K-3M"” — forbes_shook
- Custodians — not_applicable (high)
- “J.P. Morgan Wealth Management is a bank brokerage with internal custodial capabilities.” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
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- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
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- Linkedin url — gap: not_found_after_search
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- Press awards — 2026 Forbes America's Top Wealth Advisors (Rank 64) (high)
- “rank":64,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “J.P. Morgan Wealth Management uses the JPMorgan Chase corporate branding.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — JPMorgan Chase corporate branding; blue and white palette with geometric mark. (medium)
- “J.P. Morgan Wealth Management visual identity follows JPMorgan Chase corporate standards.” — firm_official