Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020 • 2018
Top Wealth Management Teams Best-In-State
2024 • 2023
America's Top Wealth Advisors
2019

Barron's

Top 1,200 Financial Advisors
2021 • 2020 • 2019 • 2018

About Keith

Keith Webster is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Keith develops long-term relationships with an accomplished clientele, streamlining the complexities of their financial lives through tailored strategy and intensive service. Entrepreneurs, C-suite executives and successful families look to him and his team as a single source for integrated wealth management, underpinned by a committed work ethic and a genuine desire to make clients' financial lives easier and more fulfilling. Endowments and foundations also look to Keith for his investment acumen and his ability to support their missions through disciplined portfolio management and a suite of philanthropic services.

Active in wealth management since 1991, Keith offers a long-term perspective refined by decades of experience unwinding the intricacies of significant wealth. He notes that his team's work is entirely customized to the parameters of each client—a singularity that strengthens their relationships. "We believe clients appreciate our ability to help them realize important goals in their lives and legacies," he notes, "lending structure to their finances and demonstrating our sincere interest in their well-being."

Keith moved to J.P. Morgan Wealth Management with his team in 2023. A nationally recognized wealth management Advisor, he previously was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for eight years. His experience also includes a tenure at Credit Suisse Private Bank, where he was a Director, as well as roles with Lehman Brothers Private Investment Management and Morgan Stanley, all in senior advisory roles for highnet-worth families.

A graduate of Harvard University, Keith earned his B.A. in Economics and was a member of the varsity basketball team. He earned his M.B.A. in Portfolio Management from the Anderson Graduate School of Business at UCLA. He continues to be involved with Anderson, serving as a member of the Board of Advisors for the Student Investment Fund (SIF).

Eager to give back to his community, Keith serves on the board of Boys Hope/Girls Hope of Southern California. He and his wife, Stacey, have three sons. In his free hours, Keith enjoys playing golf and spending time with good friends and family.

Insights

Wealth Planning

A historical look at Giving Season

October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning

Planning finances for a blended family

October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud

Helping your elderly and vulnerable loved ones avoid the scammers

October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.