Jason Babb

Jason Babb

Wealth Manager, First Republic Investment Management
New York
Industry Accolades
  • Top Independent Advisors
    Barron's, 2018-2022
  • Top Advisor Rankings by State
    Barron's, 2018-2023
  • Top 100 Private Wealth Management Teams
    Barron's, 2023
  • Best-In-State Wealth Advisors
    Forbes, 2018-2023
  • America’s Top Wealth Advisors
    Forbes, 2023
  • America’s Top Wealth Management Teams Private Wealth
    Forbes, 2023
  • Best-in-State Wealth Management Teams
    Forbes, 2023

The Barron's ranking is awarded annually in April and is based on information from a 12-month period ending December of the prior year.

The Barron's ranking is awarded annually in March and is based on information from the prior year Q3.

The Barron's ranking is awarded annually in March and is based on information from the prior year Q4.

The Forbes ranking is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

The Forbes ranking is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

The Forbes ranking is compiled by SHOOK Research and awarded annually in November based on information from March of the prior year.

Completed by SHOOK Research. The current year ranking was awarded in January of this year and based on information from March of the previous year.

Jason Babb

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 1999
    Jason Babb is a Senior Managing Director and Wealth Manager with First Republic Investment Management.   Mr. Babb joined First Republic in 2010. Prior to joining First Republic, Mr. Babb spent 10 years as a Senior Investment Adviser with Deutsche Bank in New York where he managed $1.1 billion in private client assets. In addition to his investment management responsibilities, Mr. Babb was also a member of Deutsche Bank’s Investment Advisory and Trust Investment Committees. Prior to Deutsche Bank, Mr. Babb spent four years in the U.S. Marine Corps where he achieved the rank of Sergeant (meritoriously).
  • Professional Designation
    Mr. Babb is a CFA® charterholder and is a member of the New York Society of Security Analysts and the CFA Institute.
  • Education
    Mr. Babb earned a Bachelor of Science degree in Finance (cum laude) from Ramapo College of New Jersey. He has completed the Wharton Executive Development Program at the University of Pennsylvania.
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