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Forbes Lists

#215
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#7
New York - NYC (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Jay Canell
Jay Canell is a Managing Director and Financial Advisor at J.P. Morgan Securities, a wealth management division of J.P. Morgan. Prior to joining the firm, he was a Managing Director and Chairman's Council member at Morgan Stanley. Jay is experienced in all equity investments with areas of focus which include portfolio analysis, structured products and mutual fund diversification. Additionally, Jay provides credit access to The Canell Group clients through lending, mortgages, debt refinancing, HELOCs and other credit line strategies. He coordinates and manages our referral relationships with var... Read More

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Asset Summary
As of Jun, 2023
$5M
Min Account Size For New Business
$5-50M
Typical Size Of Households
$20-50M
Typical Net Worth Of Relationships
$2.2B
Team Assets (Custodied)