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Forbes Lists

#216
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#8
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 Neil Canell
Neil 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. Neil's primary focus is on the fixed income marketplace, specifically in products such as municipal and corporate bonds, taxable and tax-free bond funds, preferred stock and structured products. In conjunction with a mortgage advisor, he also coordinates client mortgages, debt- refinancing, HELOCs and credit line strategies. He is also the Canell Group's primary cont... 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)