Record 25 J.P. Morgan Wealth Management Advisors Honored on Forbes’ Top Next-Gen Wealth Advisors Ranking
Five advisors ranked in top 100 of next-gen financial advisors in the U.S.
New York, NY, August 8, 2023 – Forbes recognized a record 25 J.P. Morgan Wealth Management advisors on its 2023 Top Next-Gen Wealth Advisors Best-in-State list. For the first time, this number includes advisors from First Republic.
Five were also named America’s Top Next-Gen Wealth Advisors for ranking in the top 100 across the country.
“This industry recognition reflects our advisors’ devotion to providing exceptional service to their clients,” said Phil Sieg, CEO of J.P. Morgan Advisors. “We’re proud to see our next generation of talent is excelling as top performers, and to be welcoming these First Republic advisors to our team.”
“These top advisors are leading the future of wealth management,” said Eric Tepper, CEO of Chase Wealth Management. “This achievement is a testament to their client-first dedication and persistent hard work. I’m so proud to work with these advisors and look forward to their continued success.”
J.P. Morgan Wealth Management set a new record of advisors selected for this ranking without factoring in the recent First Republic acquisition.
Forbes recognized the following advisors:
America’s Top Next-Gen Wealth Advisors
- Evan Troop – Dallas, TX
- Michael Briese – New York, NY
- Christopher Wimpfheimer – New York, NY
- Matthew Fournier – Los Angeles, CA
- Max Pearl – Dallas, TX
Top Next-Gen Wealth Advisors Best-in-State
- Brian Brocious – San Francisco, CA
- Joseph Donnelly – Miami, FL
- H. Robert Gleckler IV – Rockville Centre, NY
- Ami Ibarra – Dublin, CA
- Kyle Kazmer – Los Angeles, CA
- Jake Klarberg – New York, NY
- Trung Lam – Santa Clara, CA
- Jennifer Mayer – New York, NY
- John Mizrahi – New York, NY
- Michelle Piper – Livermore, CA
- Jacob Pottschmidt – Chicago, IL
- Peter Sikora – New York, NY
- Annemarie von der Goltz – New York, NY
- Daniel Warren – Boston, MA
- Mote Zawalunow – New York, NY
First Republic, which was recently acquired by JPMorgan Chase, had the following advisors named Top Next-Gen Wealth Advisors Best-in-State:
- Drew Curto – Los Angeles, CA
- Mark Grande – Boston, MA
- Neil Koricanac – Palm Beach, FL
- Ryan Leaverton – Portland, OR
- Maureen McNally – New York, 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 advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.
The ranking was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
To see the list of Forbes’ America’s Top Next-Gen Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-next-gen-advisors/?sh=3d54650f5d4e
To see the full list of Forbes’ Top Next-Gen Wealth Advisors Best-in-State and information on criteria, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=53f47a185fc3
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/08/23). Data as of 03/31/23. 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
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/08/23). Data as of 03/31/23. 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
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 ~$893 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 @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
JPMorgan Chase & Co. acquired First Republic earlier this year.
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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. 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. 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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