Top Wealth + Best-in-State + Barron's 100 · rank 10 · Los Angeles, California · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Matthew Babrick is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “J.P. Morgan Securities LLC (Broker-Dealer registration began 9/29/2023)” — sec_finra_regulatory
- Firm type — bank_brokerage (high)
- “J.P. Morgan Securities LLC (Investment Adviser registration began 10/24/2023)” — sec_finra_regulatory
- Team name — The Babrick Team (high)
- “The Babrick Team | J.P. Morgan Wealth Advisors in Los Angeles, CA” — firm_official
- Team size — 10 (medium)
- “Matthew Babrick - Managing Director, Wealth Partner” — firm_official
- CRD — 4433983 (high)
- “CRD Number: 4433983” — sec_finra_regulatory
- Years experience — 20 (medium)
- “A nationally recognized wealth manager, Matthew has over 20 years of experience working with families and foundations to help them achieve their financial goals.” — firm_official
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 4900 (high)
- “Team Assets (Custodied): $4.9B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10M” — forbes_shook
- Typical client net worth ($M) — 100 (medium)
- “Typical Net Worth of Relationships: $20M-1B” — forbes_shook
- Client niche — ultra-high-net-worth families and foundations (high)
- “A nationally recognized wealth manager, Matthew has over 20 years of experience working with families and foundations to help them achieve their financial goals.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “J.P. Morgan Securities LLC (Broker-Dealer registration began 9/29/2023)” — sec_finra_regulatory
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/century-city/the-babrick-team (high)
- “The Babrick Team | J.P. Morgan Wealth Advisors in Los Angeles, CA” — firm_official
- Value proposition (verbatim) — We are devoted to the clients we serve, helping them realize their financial goals—not only for themselves, but also for their families and communities. (high)
- “We are devoted to the clients we serve, helping them realize their financial goals—not only for themselves, but also for their families and communities.” — firm_official
- Differentiators — Communication: frequent client contact to stay current on life changes, Perspective: reviews the client's full balance sheet before recommending action, Balance: tax-sensitive, well-informed decision support, Breadth: coordinates with external tax and legal providers, Access to the full capability suite and network of the firm (high)
- “we consider a client's full balance sheet before we prescribe any action. That knowledge is essential to designing an efficient, tax-sensitive approach to their wealth.” — firm_official
- “we look to make every aspect of clients' financial lives easier and less stressful. That process can entail coordinating with their external tax and legal providers, introducing them to a robust suite of capabilities at ” — firm_official
- Content marketing — none (low)
- “We are devoted to the clients we serve, helping them realize their financial goals—not only for themselves, but also for their families and communities.” — firm_official
- Has podcast — no (low)
- “Matthew Babrick is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.” — firm_official
- Books published — 0 (low)
- “Matthew earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.A. from the Kelley School of Business at Indiana University.” — firm_official
- Linkedin url — https://www.linkedin.com/in/matthew-d-babrick-7ab2831/ (medium)
- “Matthew D. Babrick - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Matthew D. Babrick - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors 2026 (#79; #69 in 2025), J.P. Morgan named among Barron's top advisors and teams for 2026 (high)
- “J.P. Morgan named among Barron’s top advisors and teams for 2026” — professional_press
Visual brand
- Has distinct logo — no (high)
- “//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png” — firm_official
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png” — firm_official
- Visual brand notes — Corporate J.P. Morgan Wealth Management template: brown/bronze accents over navy, institutional serif-plus-sans pairing, professional headshots and a cohesive team group photo. No team-specific mark. (medium)
- “//dynl.mktgcdn.com/p/1SP--VKgnKqlGlcXBYRG3IS4smcDQQb3ASs_Ldxs-Ns/450x450.jpg” — firm_official
