Elaine Meyers
My team and I offer a family office–style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices.

Elaine Meyers

Managing Director

Elaine Meyers is a Managing Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. She 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, bringing guidance in the areas of diversification of concentrated wealth, tax minimization, estate planning and other long-term wealth management strategies. With over two decades of ultra-high-net-worth investment experience, Elaine has developed keen insights into the complexities of significant wealth. She works closely with her clients to inform them on asset allocation strategies that seek to balance their risk exposure, creating tailored portfolios uncorrelated to their concentrated equity positions.

She leverages the wide breadth of J.P. Morgan’s industry-leading resources, including alternative investments, intellectual capital, trust and estate capabilities, insurance, mortgages, lending and credit offerings to help her clients pursue their individualized financial goals. By partnering alongside their CPAs and other trusted consultants, she works diligently to ensure the totality of their financial picture is considered.

Elaine joined J.P. Morgan Securities in 2016 to offer her clients the boutique advisory environment and distinctive services available at the firm. Prior to this, she spent over 10 years as a Managing Director with the Private Bank at Credit Suisse and nearly 14 years working at major international investment firms. She began her career in financial services at Bank of America’s Private Bank.

Elaine lives in the Bay Area with her husband, Mike, and their four children. In her free time, she enjoys spending time with her family.

Accolades1

  • Top 100 Financial Advisors, Barron’s,  2020, 2019
  • Top 1,200 Financial Advisors, Barron’s , 2020, 2019, 2018, 2012, 2011, 2010, 2009
  • Top 50 Private Wealth Management Teams, Barron’s, 2019 
  • Top 100 Wealth Advisors, Forbes, 2019, 2018, 2017, 2016 
  • Best-In-State Wealth Advisors, Forbes, 2020, 2019, 2018 
  • Top 100 Women Wealth Advisors, Forbes,  2020, 2019,2018,2017 
  • Top 100 Women Financial Advisors, Barron’s,   2019, 2018, 2017, 2014, 2013, 2012, 2011, 2010, 2009 
  • Top Wealth Advisor Moms,   Working Mother Magazine,   2019, 2018, 2017 

As featured in:

The 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.

Barron'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.

SHOOK 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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