J.P. Morgan Wealth Management Advisors Make Financial Planning’s Top 40 Under 40 List
New York, NY, February 1, 2022 – Three J.P. Morgan Wealth Management advisors were recognized on Financial Planning’s 2022 annual list of the 40 top producing financial advisors under 40 years old.
Financial Planning recognized the following advisors for their outstanding performance:
- Michael Briese, Private Client Advisor – New York, NY
- David Li, Wealth Partner – Palm Beach Gardens, FL
- Liz Weikes, Wealth Partner – New York, NY
“I’m confident the future of this industry is bright with advisors like Michael, David and Liz leading the charge. Their commitment to helping their clients grow their wealth is awe-inspiring and I am proud to have them on our team,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
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 the new 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 J.P. Morgan Advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.
This year’s list of Top 40 Financial Advisors Under 40 collectively generated more than $203 million in annual production and oversaw $46 billion in combined client assets.
Nominees for the rankings were 39 or younger as of Dec. 31, 2021 and registered with a wealth management firm in the employee channel. Financial Planning uses production totals that are verified by each broker’s employer to determine the rankings. Trailing 12-month production and AUM are as of Sept. 31, 2021.
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 $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and more than $700 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 4,800 Chase branches throughout the U.S., or in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter.
To see the full ranking and information on criteria, visit https://www.financial-planning.com/list/top-40-brokers-under-40-2021-edition-1-20
Awards or rankings are not indicative of future success or results.
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 advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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