Elizabeth Weikes J.P. Morgan Wealth Management

Elizabeth Weikes

Barron's Ranked

Managing Director, Wealth Partner

J.P. Morgan Wealth Management

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About

This "About" section is provided by Elizabeth Weikes.

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 inv...

Clientele

100

Client Households

$5m

Account Minimum

$25m

Typical Account Size

Ultra High Net Worth, Foundations

Client Base

$50m

Typical Net Worth

Data as of Sep 30, 2023.

Popular Services Offered

Summary

Team Size:11
Team Assets:$5.1b
Years Experience:17
Years in Current Firm:17
Financial Planning:Yes

Current Rankings

Past Rankings

Rankings since 2012

Top 1,200 Financial Advisors: 2019 - 2023

Top Private Wealth Management Teams: 2021

Top 100 Women Financial Advisors: 2018 - 2022

More Information

About this data

Barron's RankedThese advisors/teams/firms are currently named to one of Barron’s annual Top Advisors/Teams/Firms rankings. Learn more about what goes into becoming Barron's Ranked.

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Awards or rankings are not indicative of future success or results.

¹Barron’s Top 100 Private Wealth Management Teams 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.

¹Barron’s Top 1,200 Advisors 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. Neither THE FIRM nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating.

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¹Barron’s Top 100 Women Financial Advisors 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. 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.

¹Crain’s Notable Women in Finance 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.

¹Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, 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 criterion due to varying client objectives and lack of audited data. Neither

Forbes nor SHOOK receive a fee in exchange for rankings.

¹Forbes Top Women Wealth Advisors ranking, developed by SHOOK Research, LLC, 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 criterion due to varying client

objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

¹Forbes Top Next-Gen Wealth Advisors ranking by SHOOK Research, LLC, considered advisors born in 1980 or later with a minimum of four 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. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.

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only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting

advisors before engaging in any financial transaction.

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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 advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA),

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