J.P. Morgan Wealth Management Advisors Named Financial Planning’s Top 40 Under 40
New York, NY, February 1, 2023 – Three J.P. Morgan Wealth Management advisors were selected for Financial Planning’s 2023 40 Under 40 Top Brokers ranking, its annual list of the 40 top producing financial advisors under 40 years old.
Financial Planning recognized the following advisors for their exceptional performance:
- Michael Briese – New York, NY
- David Li – Palm Beach Gardens, FL
- Evan Troop – Dallas, TX
“These top advisors are leading the future of our industry,” said Phil Sieg, CEO of J.P. Morgan Advisors. “This recognition speaks to their constant hard work and devotion to clients. I’m so proud to have them on the J.P. Morgan team.”
This is David Li’s third consecutive year and Michael Briese’s second consecutive year being recognized by Financial Planning.
“We’re continuing to grow our team of top talent, and these advisors represent the client-first dedication we are looking for,” said Eric Tepper, CEO of Chase Wealth Management. “They are relentlessly focused on doing what’s best for our clients to help them reach their financial 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.
To see the full ranking and information on criteria, visit https://www.financial-planning.com/list/these-are-the-top-40-brokers-under-40-in-2023
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 more than 5,000 advisors and ~$647 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 30 offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
Financial Planning 40 Under 40 (02/01/23). Data as of 09/30/22. 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
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