Best-in-State · rank 118 · Scottsdale, Arizona · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Executive Director Private Client Advisor at J.P. Morgan Wealth Management” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “J.P. Morgan Securities is a wholly owned subsidiary of JPMorgan Chase & Co.” — professional_press
- Firm type — wirehouse (high)
- “J.P. Morgan Chase is one of the most well-known wirehouses, which is a type of large, full-service brokerage firm that typically offers a range of financial services” — professional_press
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5193149 (high)
- “CRD# 5193149” — sec_finra_regulatory
- Years experience — 17 (high)
- “over 17 years of experience in the finance industry” — professional_press
- Designations — CFP (high)
- “Certified Financial Planner (CFP®)” — professional_press
Book of business
- Team AUM ($M) — 350 (high)
- “Team Assets (Custodied): $350M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 3.75 (medium)
- “Typical Net Worth of Relationships: $900K-7.5M” — forbes_shook
- Client niche — generalist (medium)
- “Matt works with individuals, families, business owners, executives and professionals” — forbes_shook
- Custodians — not_applicable (high)
- “Executive Director Private Client Advisor at J.P. Morgan Wealth Management” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://jpmorganwealthmanagement.chase.com/advisor/az/matt-keith (high)
- Value proposition (verbatim) — Plan for the future through personalized wealth management guidance and access to market insights from J.P. Morgan's industry strategists. (medium)
- “comprehensive financial planning services, positioning Matt as a resource for 'Plan for the future' through personalized wealth management guidance and access to market insights from J.P. Morgan's industry strategists” — firm_official
- Differentiators — Access to J.P. Morgan's global research and industry strategists, Disciplined guidance integrating client priorities and intentions, Expertise in generational wealth transfer (medium)
- “deeper insights and informed decision-making through partnership with a Private Client Advisor, emphasizing thought leadership and professional analysis” — firm_official
- “provides 'disciplined guidance that takes into account' client priorities while navigating complex financial considerations” — forbes_shook
- Content marketing — gap: unclear_definition
- 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 Best-in-State Wealth Advisors (Rank 118, Arizona) (high)
- “Matt Keith was listed on Forbes 2026 Best-In-State Wealth Advisors List for Scottsdale, Arizona” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — https://www.jpmorgan.com/content/dam/logos-global/logo-jpm-brown.svg (high)
- “The brown logo variant serves as the global branding asset” — firm_official
- Visual brand notes — Corporate J.P. Morgan brown logo and branding; no distinct team identity observed. Wirehouse standard professional wealth management visual identity. (medium)
- “The organization employs a consistent brown color palette across its digital properties” — firm_official
