The Meyers Group at J.P. Morgan Securities
We help empower our clients financially so they can concentrate on what they do best.
My team and I serve Silicon Valley founders, entrepreneurs and executives whose lives are immersed in growing their companies and pursuing new ideas. We help empower our clients financially so they can concentrate on what they do best. Our mission is straightforward—to deliver investment allocation strategies that seek to balance concentrated tech positions and buffer portfolios to help reduce downside risk.
Our team is well versed in the intricacies of wealth management and creates tailored portfolios that are individualized for each client. Utilizing advanced analysis and simulation techniques, we help quantify various performance scenarios and model potential outcomes.
We take a family office–style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax minimization, estate planning and other long-term wealth management objectives.
By partnering alongside clients’ CPAs and other trusted consultants, we work to ensure that the totality of each financial picture is considered. And by leveraging the robust resources of J.P. Morgan, we provide concierge access to alternative investments, intellectual capital, day-to-day banking, residential and commercial mortgages, and art and private aircraft financing.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
*Specialist Resources can help Financial Advisors on a case-by-case client basis.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
Forbes Top 250 Wealth Advisors Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.
Forbes America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Awards or rankings are not indicative of future success or results.
2Barron's Top 50 Private Wealth Management Teams is Barron’s first-ever ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy. Awards or rankings are not indicative of future success or results.
Barron’s“Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither THE FIRM nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Awards or rankings are not indicative of future success or results.
Barron's Top 1,200 Advisors: The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Awards or rankings are not indicative of future success or results.
Barron's Top 100 Women Financial Advisors: The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Awards or rankings are not indicative of future success or results.
3SHOOK Research considered Wealth Advisors who are mothers with children living at home and under the age of 18. Ranking algorithm is based on qualitative and quantitative measures derived from interviews and surveys, and quantitative criteria, such as AUM and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.
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