J.P. Morgan Wealth Management honored on Barron’s top advisors and teams lists

J.P. Morgan Wealth Management was recognized once again by two of the industry’s most prestigious rankings. Five J.P. Morgan advisors and 10 teams made Barron’s Top 100 Financial Advisors and Top 250 Private Wealth Management Teams rankings.

“Barron’s is a standard all advisors aspire toward, and we are so proud to see the dedication of some of our most beloved advisors recognized,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.

All five advisors and nine of the teams have been on the lists for at least two consecutive years, demonstrating their continued excellence year over year.

“It’s a privilege to work alongside this talented group of advisors and teams, who diligently support clients in managing their wealth and crafting their legacy,” said Phil Sieg, head of J.P. Morgan Advisors. “Their expertise and dedication are the cornerstone of our success.”

Barron’s honored the following advisors and teams:

Top 100 Financial Advisors

• Phil Scott (Bellevue), with more than three decades of wealth management and investing experience, advises business owners, senior executives, entrepreneurs and multigenerational families about the opportunities and challenges that significant wealth can entail.
• Jordan Mayer (New York), for more than 35 years, has served an elite clientele of wealthy individuals and families, as well as corporations, municipalities and non-profit organizations.
• Colleen O'Callaghan (New York) works directly with a select group of ultra-high-net-worth individuals, multigenerational families, corporate executives and entrepreneurs to help them address the complexities of significant capital.
• Matthew Babrick (Los Angeles) has over 20 years of experience working with families and foundations to help them achieve their financial goals.
• Elaine Meyers (San Francisco) offers a family office style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices.

Top 250 Private Wealth Management Teams

• The Phil Scott Group – Bellevue, WA
• The Vahab Group – Boca Raton, FL
• The OCB Group – San Francisco, CA
• The Desser Group – Los Angeles, CA
• The O'Callaghan Thomas Group – New York, NY
• Maybach Partners – New York, NY
• The Meyers Group – San Francisco, CA
• The Babrick Team – Los Angeles, CA
• The Barnes Chung Lally Group – Los Angeles, CA
• The Weikes Slattery Group – New York, NY

J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients benefit from access to product and family governance specialists, award-winning research and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.

J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.

Advisors are ranked by assets under management, revenues generated by the advisors for their firms and the quality of advisors’ practices. Teams are ranked by size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

To see the full list of Barron’s 2025 Top 100 Financial Advisors, visit: https://www.barrons.com/advisor/report/top-financial-advisors/100

To see the full list of Barron’s 2025 Top 250 Private Wealth Management Teams, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth

Barron's Top 100 Financial Advisors (05/9/25, data as of 12/31/24); (05/10/24, data as of 12/31/23). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Barron's Top 250 Private Wealth Management Teams (05/9/25, data as of 12/31/24); (05/10/24, data as of 12/31/23). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.4 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,800 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our nearly 5,000 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

© 2025 JPMorgan Chase & Co.

Media Contact

Jami Tanner
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