J.P. Morgan Wealth Management Advisors Recognized on Forbes Top Next-Gen List
New York, NY, August 4, 2022 – Fourteen J.P. Morgan Wealth Management advisors were named Forbes’ 2022 Top Next-Gen Wealth Advisors Best-in-State. Michael Briese and David Li were also named America’s Top Next-Gen Wealth Advisors for ranking in the top 100 across the country.
“I’m proud to work with these outstanding advisors who are paving the future of this industry,” said Phil Sieg, CEO of J.P. Morgan Advisors. “They are devoted to serving our clients and helping them reach their goals.”
“As we continue to grow the business and recruit top talent, these advisors represent the best-in-class service we strive to provide our clients,” said Eric Tepper, CEO of Chase Wealth Management.
Forbes recognized the following advisors:
America’s Top Next-Gen Wealth Advisors
- Michael Briese – New York, NY
- David Li – Palm Beach Gardens, FL
Top Next-Gen Wealth Advisors Best-in-State
- Brian Brocious – San Francisco, CA
- Christopher DeFelice – New York, NY
- Gustavo Fernandez – Dallas, TX
- Adam Grossman – New York, NY
- Victor Hernandez – Miami, FL
- Marc Koch – New York, NY
- Natalya Muravchik – White Plains, NY
- Jacob Pottschmidt – Chicago, IL
- Douglas Sonnenshein – New York, NY
- Evan Troop – Dallas, TX
- Annemarie von der Goltz – New York, NY
- Christopher Walters – White Plains, NY
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 J.P. Morgan Advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.
Community-based advisors also have access to the Advisor Growth Program, a best-in-class practice management training to help them grow their business career and deepen client relationships.
The ranking includes 1,000 advisors and was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
To see the full list of Top Next-Gen Wealth Advisors Best-in-State and information on criteria, visit https://www.forbes.com/best-in-state-next-gen-advisors/#10c4201325ae
To see the Top 100 list of America’s Top Next-Gen Wealth Advisors, visit https://www.forbes.com/top-next-gen-advisors/?sh=4523a66c6df0#defcbfb6df01
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 $3.8 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and ~$630 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 4,700 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.
Data provided by SHOOK® Research, LLC. Data as of 3/31/22
Source: Forbes.com (August 3, 2022). SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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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Media Contact
Michaela Ross
michaela.n.ross@jpmorgan.com