Top Wealth + Best-in-State + Barron's 100 · rank 27 · New York, New York · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Jordan Mayer” — forbes_shook
- Parent company — JPMorgan Chase & Co. (medium)
- “J.P. Morgan Wealth Management” — forbes_shook
- Firm type — wirehouse (medium)
- “J.P. Morgan Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 9200 (high)
- “Team Assets (Custodied): $9.2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 105 (high)
- “Typical Net Worth of Relationships: $10-200M” — forbes_shook
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- Fee model — gap: not_public
Positioning & marketing
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Visual brand
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