Best-in-State · rank 88 · 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 & Co. (high)
- “J.P. Morgan Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “J.P. Morgan Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 429 (high)
- “Team Assets (Custodied): $429M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $2.5-25M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $1.5-10M” — forbes_shook
- Custodians — not_applicable
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Positioning & marketing
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Visual brand
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