Managing Director, Wealth Partner
J.P. Morgan Wealth Management
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...
100
Client Households
$5m
Account Minimum
$25m
Typical Account Size
Ultra High Net Worth, Foundations
Client Base
$50m
Typical Net Worth
Trust & estate planning
Advice on future trust and estate planning.
Loans/credit services
Advice on credit cards, personal loans, mortgage loans and commercial loans.
Philanthropic services
Advice on maximizing charitable impact.
Executive services/Equity compensation
Advice for executives in managing the assets in their corporate equity compensation plans.
Financial planning
Advice on investment plans for managing cash flows, reducing liabilities, saving for retirement, etc.
Trading individual securities
Advice on trading and purchasing individual securities, such as stocks, mutual funds, Exchange-Traded Funds (ETFs), bonds and other fixed-income instruments.
Team Size: | 11 |
Team Assets: | $5.1b |
Years Experience: | 17 |
Years in Current Firm: | 17 |
Financial Planning: | Yes |
Rankings since 2012
Top 1,200 Financial Advisors: 2019 - 2023
Top Private Wealth Management Teams: 2021
Top 100 Women Financial Advisors: 2018 - 2022
JPMorgan Chase Bank, N.A. Member FDIC
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its bank affiliates.
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.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
JPMorgan Chase & Co., its affiliates and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes
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.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). The agreements
entered into by, and disclosures provided to clients with respect to the different products and services provided by, JPMS should carefully be read (including our
Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about
the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask
any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests
and to act in the best interests of our clients.
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),
a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan
Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Profile pages in Barron’s are available to: (i) all Barron’s actively ranked advisors whose data is obtained from the Barron’s Advisor rankings, as may be updated and supplemented by such ranked advisor through the purchase of an enhanced profile; and (ii) unranked financial advisors who purchase a Barron’s Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial advisor and have no violations on their financial advisor record. Data from unranked advisors is derived from such advisors who have purchased a Barron’s Advisor Finder profile.