J.P. Morgan Wealth Management Advisor Recognition

Barron’s 2021 Top Woman Financial Advisors

California

Florida

New York

^{Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, 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 J.P. Morgan Wealth Management 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, and should not be construed as an endorsement of the advisor.}

Barron’s 2021 Top 100 Private Wealth Management Teams

Massachusetts

New York

^{Barron’s Top 100 Private Wealth Management is a  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, and should not be construed as an endorsement of the advisor}.

Forbes Top Women Wealth Advisors

California 

Florida

New York

Barron’s Top 1200 Financial Advisors

California

Florida

Massachusetts

New York

Pennsylvania

Washington

^{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, and should not be construed as an endorsement of the advisor.}

^{The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.} 

Forbes Best in State

California

Florida

Georgia

Illinois

Massachusetts

New York

Texas

Washington

^{Forbes.com (January, 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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 receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.}

Crain’s New York Business Notable Women In Financial Advice

^{Honorees were selected based on several factors related to their particular roles in the field of financial advice. For those who personally provide financial advice — those with titles including wealth advisor and financial advisor, for example — the level of assets under management, whether personally or as part of a team, inclusion in reputable advisor rankings and professional certifications and accomplishments were taken into account. For those who work in organizations that provide financial advice online, who work in a management capacity in an organization that provides financial advice or who in some way are expanding the boundaries of financial advice, criteria included the scope of the potential influence of the honoree’s work on the delivery and quality of advice, the size of the honoree’s organization and/or the extent of its innovation.} 

Working Mother Top Wealth Advisor Moms 

^{SHOOK Research considered women advisors with children living at home under 21 years of age. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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; and not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.}

Forbes: America’s Top Wealth Advisors

^{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 receive compensation in exchange for placement on the ranking.  For more information: www.SHOOKresearch.com. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.}

Barron’s 2020 Top Women Financial Advisors

^{Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, 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 J.P. Morgan Wealth Management 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, and should not be construed as an endorsement of the advisor.}

Forbes Top Next-Gen Advisors 2020

^{SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking. For more information see www.SHOOKresearch.com.}