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Liz Weikes
My deep industry knowledge and ability to evaluate and respond to evolving market conditions help me build financial strategies that seek appropriate returns.

Liz Weikes

Managing Director

Liz Weikes


212.272.9214

elizabeth.weikes@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition1

Featured In

Featured In

2021_RankIcons_fnl
Barron's Top 100 Private Wealth Management Teams
Top 1200 2021 logo
Notable Women in Financial Advice logo
Forbes Top Women Wealth Advisors 2021 logo
Web
2018 forbes top next gen advisor logo

Barron's

Top 100 Private Wealth Management Teams

2021 

Top 1200 Financial Advisors

2021 · 2020 · 2019 

Top 100 Women Financial Advisors

2021 · 2020 · 2019 · 2018  

Forbes

Best-In-State Wealth Advisors

2021 · 2020 · 2019 · 2018  

America’s Top Women Wealth Advisors

2021 · 2020 · 2019 · 2018  

Top Next-Gen Wealth Advisors

2021 · 2020 · 2019 · 2018 · 2017  

Crain’s NY

Notable Women in Financial Advice

2020

Working Mother Magazine

Top Wealth Advisor Moms

2021 · 2020 · 2019 · 2018 · 2017  

Financial Planning

Top 40 Financial Advisors Under 40

2021

About Liz

Liz Weikes is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As principal of The Weikes Group, Liz draws on her blended capabilities to offer high-level executional services for hedge funds, family offices and institutions, as well as comprehensive investment strategies and active portfolio management for high-net-worth individuals, business owners and corporate executives.

With more than fifteen years of experience handling complex transactions, Liz has earned  a reputation for executional excellence. She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. Her deep industry knowledge and ability to respond to evolving market conditions help her to build financial strategies that seek appropriate returns.

One of Liz’s distinguishing talents is the ability to look at the big picture and identify ways in which to integrate her clients’ investments, income requirements and personal goals into one comprehensive wealth management plan. By looking at both sides of her clients’ balance sheets and leveraging the extensive breadth of services available at J.P. Morgan, Liz addresses multifaceted and sophisticated objectives that range from wealth transfer and philanthropy  to tax mitigation, business succession, pension planning and a range of lending, mortgage and credit needs. She brings an unbiased standpoint and works alongside her clients’ attorneys and accountants to ensure the entirety of each financial picture is considered.

A graduate of Indiana University, Bloomington with a B.A. in Political Science and Finance, Liz took a nontraditional path to Wall Street and began her career at the British Embassy working for the Department of International Trade. She joined a J.P. Morgan predecessor firm in 2006, managing money for wealthy families and trading for institutions.

With a dedication to support educational opportunities for the industry, Liz is a member of 100 Women in Finance and a mentor for American Corporate Partners, where she helps military women transition to a career in the private sector.

She is a mentor for J.P. Morgan Bold/Advancing Black Pathways, working with students graduating from the Colin Powell School for leadership at the City University of New York. Liz is an advisory board member for Asian University for Women, which provides scholarships to  exceptional young women from historically marginalized communities. At Indiana University’s Kelley School of Business, she has gifted The Liz Weikes Scholarship for Women in Finance to raise awareness of careers in wealth management.

Liz lives in Westchester with her husband, Adam, and sons, Matthew and Alexander. When not in the office, she loves to work out, ski and spend time at the beach.

1Awards or rankings are not indicative of future results or representative of any one client’s experience. Neither J.P. Morgan Securities LLC nor its Financial Advisors paid a fee or received compensation in exchange for the rating by the identified third-party organization.

America’s Top Women 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 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.

The Barron’s 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.

SHOOK™ Research considered women advisors with children living at home under 21 years old. 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. 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.

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.

SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. 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 to measure best practices, 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

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.

This is Barron’s 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.Top Women

Barron's “Top 100 Women Financial Advisors,” June 18, 2021. 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.

 

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