Best-in-State · rank 121 · Scottsdale, Arizona · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “J.P. Morgan Wealth Management” — forbes_shook
- Parent company — JPMorgan Chase (high)
- “J.P. Morgan Wealth Management” — forbes_shook
- Firm type — bank_brokerage (high)
- “J.P. Morgan Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 955 (high)
- “Team Assets (Custodied): $955M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $3-8M” — forbes_shook
- Client niche — generalist (medium)
- “J.P. Morgan Wealth Management serves broad affluent clientele” — forbes_shook
- Custodians — not_applicable (high)
- “J.P. Morgan Wealth Management” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- Books published — 0 (medium)
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#121) (high)
- “Joshua Waitz, rank 121, Forbes Best-in-State Wealth Advisors 2026” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “J.P. Morgan Wealth Management” — forbes_shook
- Logo url — gap: not_applicable
- Visual brand notes — gap: not_applicable