Best-in-State · rank 84 · Scottsdale, Arizona · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Kevin T. Guinan - J.P. Morgan Wealth Management” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “J.P. Morgan Wealth Management” — firm_official
- 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 — 14 (high)
- “registered with J.P. Morgan Securities since October 1, 2012” — firm_official
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 955 (high)
- “Team Assets (Custodied): $955M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $1-10M” — forbes_shook
- Client niche — affluent individuals and families, corporate executives, athletes, business owners (medium)
- “Serving affluent individuals and families, corporate executives, athletes, and business owners” — firm_official
- Custodians — not_applicable (high)
- “J.P. Morgan Wealth Management” — firm_official
- Fee model — fee_plus_commission (medium)
- “J.P. Morgan Wealth Management” — professional_press
Positioning & marketing
- Website url — https://jpmorganwealthmanagement.chase.com/advisor/az/kevin-t-guinan (high)
- “Kevin T. Guinan - J.P. Morgan Wealth Management” — firm_official
- Value proposition (verbatim) — Start a conversation with Kevin T. Guinan - J.P. Morgan Wealth Management in Scottsdale, AZ. Learn how J.P. Morgan Wealth Management and our dedicated client advisors can help you reach your financial goals. (medium)
- “Start a conversation with Kevin T. Guinan - J.P. Morgan Wealth Management in Scottsdale, AZ. Learn how J.P. Morgan Wealth Management and our dedicated client advisors can help you reach your financial goals.” — firm_official
- Differentiators — comprehensive wealth plans, understanding wealth intent shapes investment allocation, personalized family communication, integrated banking, lending, investing, and wealth planning solutions (medium)
- “Understanding the intent for wealth, which shapes investment allocation and family communication. Delivering highly-personalized, comprehensive solutions across banking, lending, investing, and wealth planning.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes 2026 Top Wealth Advisors Best-In-State, Forbes 2025 Top Wealth Advisors Best-In-State, Forbes 2024 Top Wealth Advisors Best-In-State (high)
- “Forbes Top Wealth Advisors Best-In-State 2026 | 2025 | 2024” — firm_official
Visual brand
- Has distinct logo — no (high)
- “J.P. Morgan Wealth Management Logo” — firm_official
- Logo url — https://a.mktgcdn.com/p/UTMSG_udqTfHOR_XwJDrPEd4PchK9n2fTZJM-bd1dg0/333x102.png (high)
- “J.P. Morgan Wealth Management Logo” — firm_official
- Visual brand notes — Navy and tan corporate branding with serif typography, professional photography of advisor and client scenarios. (medium)
- “border-accent-tan, gray-900, sage color scheme” — firm_official
