Four J.P. Morgan Wealth Management Advisors Recognized as Financial Planning’s 2024 40 Top Brokers Under 40

New York, NY, February, 6, 2024 – Four J.P. Morgan Wealth Management advisors, a new record, were selected by Financial Planning for its Top 40 Brokers Under 40 list, an annual ranking of the 40 top producing financial advisors under 40 years old. Christopher Wimpfheimer ranked #2 in the entire country.

Financial Planning honored the following advisors:

• Christopher Wimpfheimer – New York, NY
• Evan Troop – Dallas, TX
• Michael Briese – New York, NY
• Mote Zawalunow – New York, NY

“These industry-leading advisors continue to earn recognition for their constant dedication to clients,” said Phil Sieg, head of J.P. Morgan Advisors. “This honor is a testament to their hard work and exceptional performance.”

This is Michael Briese’s third consecutive year and Evan Troop’s second consecutive year being recognized on this ranking.

“I’m proud to work with these top advisors, who are paving the future of the wealth management industry,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “They are constantly putting their clients first and helping them plan for their long-term goals.”

J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients. These initiatives include its concierge service for J.P. Morgan Advisors which offers personal, on-demand assistance to help advisors better serve clients, and the Client Relationship Succession Program which provides advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.

JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P. Morgan Wealth Management.

To see the full ranking and information on criteria, visit https://www.financial-planning.com/list/top-40-brokers-under-40-in-2024

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and $900+ billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

Financial Planning 40 Under 40 (02/06/24, data as of 09/30/23); (02/01/23, data as of 9/30/22); (02/01/22, data as of 09/31/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

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 adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

© 2024 JPMorgan Chase & Co.

Media Contact
Jami Tanner
jami.tanner@jpmorgan.com