Best-in-State · rank 138 · Scottsdale, Arizona · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “firm":"J.P. Morgan Wealth Management"” — forbes_shook
- Parent company — JPMorgan Chase (high)
- “J.P. Morgan Wealth Management is a subsidiary of JPMorgan Chase” — firm_official
- Firm type — wirehouse (high)
- “J.P. Morgan Wealth Management” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 5557165 (high)
- “Individual Summary for Matt Neal — CRD# 5557165” — sec_finra_regulatory
- Years experience — 17 (high)
- “17 years in the securities industry” — sec_finra_regulatory
- Designations — CFP (high)
- “Certified Financial Planner (CFP)” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 224 (high)
- “Team Assets (Custodied): $224M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 6.75 (high)
- “Typical Net Worth of Relationships: $2.5-11M” — forbes_shook
- Client niche — generalist (medium)
- “J.P. Morgan Wealth Management serves affluent and high-net-worth clients across multiple industries” — firm_official
- Custodians — not_applicable (high)
- “J.P. Morgan Wealth Management is a wirehouse broker-dealer” — sec_finra_regulatory
- Fee model — fee_plus_commission (medium)
- “Wirehouses typically employ AUM fees plus transaction-based compensation” — sec_finra_regulatory
Positioning & marketing
- Website url — https://jpmorganwealthmanagement.chase.com/advisor/az/scottsdale/ (high)
- “J.P. Morgan Wealth Management Scottsdale office” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — none (medium)
- “No blog, newsletter, insights, or authored content found under Matt Neal or team branding” — professional_press
- Has podcast — no (high)
- “No podcast found under Matt Neal or team name” — professional_press
- Books published — 0 (high)
- “No books authored by Matt Neal found in publishing databases or professional records” — professional_press
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “No active social media presence (LinkedIn, X, YouTube, Instagram, TikTok) found for Matt Neal or branded team” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisors 2026 (Arizona, rank 138) (high)
- “rank": 138, "year": 2026” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Operates under standard J.P. Morgan Wealth Management corporate branding; no distinct team logo identified” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Standard J.P. Morgan corporate branding; blue and white palette, traditional financial-services aesthetic (medium)
- “J.P. Morgan Wealth Management uses corporate branding exclusively” — firm_official