Nine J.P. Morgan Wealth Management Advisors Selected by Forbes as Top Next-Gen Wealth Advisors
New York, NY, September 21, 2021 – Nine J.P. Morgan Wealth Management advisors have been selected for Forbes’ annual list of Top Next-Gen Wealth Advisors.
Forbes recognized the following advisors:
- Brian Brocious – San Francisco, CA
- Christopher DeFelice – New York, NY
- Marc Koch – New York, NY
- David Li – Palm Beach Gardens, FL
- Evan Troop – Dallas, TX
- Annemarie von der Goltz – New York, NY
- Christopher Walters – New York, NY
- Elizabeth Weikes – New York, NY
- Christopher Wimpfheimer – New York, NY
“These advisors are forging the future of the wealth management industry,” said Phil Sieg, CEO of J.P. Morgan Advisors. “I am proud to work with this accomplished group of advisors who represent the industry’s rising leaders and work tirelessly to support our clients.”
This year’s ranking includes 500 advisors who help manage more than $1 trillion in client assets. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
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 ~4,000 advisors and ~$670 billion of assets under supervision. Customers can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with a J.P. Morgan Advisor in one of our 3,500 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.forbes.com/top-next-gen-advisors
Data provided by SHOOK® Research, LLC. Data as of 3/31/21
Source: Forbes.com (September, 2021). SHOOK considered advisors born in 1982 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.
© 2021 JPMorgan Chase & Co.