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Record 96 J.P. Morgan Advisors Selected for Forbes’ 2023 Best-in-State Wealth Advisors List

Five J.P. Morgan advisors named America’s Top Wealth Advisors

New York, NY, April 4, 2023 – Ninety-six J.P. Morgan Wealth Management advisors were recognized on Forbes’ 2023 Best-in-State Wealth Advisors ranking, setting a new record for the firm.

Five J.P. Morgan advisors were also named America’s Top Wealth Advisors by Forbes for ranking in the top 250 of financial advisors in the United States. All five of these advisors have been in the top 250 for the past three consecutive years or longer.

“Having this number of J.P. Morgan advisors recognized by Forbes is a major achievement,” said Phil Sieg, CEO of J.P. Morgan Advisors. “We are incredibly proud of them and especially of the Top Wealth Advisors. They are the best of the best and serve as an example for the entire industry.”

“Our advisors located across the country continue to set new records, year after year,” said Eric Tepper, CEO of Chase Wealth Management. “I’m proud to work with these top advisors, who are dedicated to helping our clients plan for the future and work towards their financial goals.”

In addition to being selected as Best-in-State, Forbes recognized the following advisors as America’s Top Wealth Advisors:

  • Colleen O’Callaghan, Wealth Partner – New York, NY
  • Elaine Meyers, Wealth Partner – San Francisco, CA
  • Greg Onken, Wealth Partner – San Francisco, CA
  • Jay Canell, Wealth Partner – New York, NY
  • Neil Canell, Wealth Partner – New York, NY

 

Forbes recognized the following advisors as Best-in-State Wealth Advisors:

Arizona

  • Leslie Little, Private Client Advisor – Scottsdale
  • Jaime Lutz, Private Client Advisor – Scottsdale
  • Michael Lyons, Private Client Advisor – Sun City
  • Michael Ridley, Private Client Advisor – Scottsdale

California

  • Christian Ach, Wealth Advisor – San Francisco
  • Brian Brocious, Wealth Partner – San Francisco
  • Gwendolyn Campbell, Wealth Partner – San Francisco
  • Drew Corradini, Wealth Partner – San Francisco
  • Matthew Fournier, Wealth Partner – Los Angeles
  • Tracey Gluck, Wealth Partner – Los Angeles
  • Kyle Kazmer, Wealth Partner – Los Angeles
  • Christopher Kelly, Private Client Advisor – Newport Beach
  • Joshua Kuo, Private Client Advisor – Cupertino
  • Trung Lam, Private Client Advisor – Santa Clara
  • Ronald Munman, Wealth Partner – Los Angeles
  • Crystal Shi, Private Client Advisor – Cupertino

Florida

  • Sergio Akselrad, Wealth Partner – Miami
  • Louise Armour, Wealth Partner – Palm Beach Gardens
  • Robert Burns, Wealth Partner – Palm Beach Gardens
  • Mark Donohue, Wealth Partner – Palm Beach Gardens
  • Ethan Emma, Wealth Partner – Palm Beach Gardens
  • Justin Girard, Wealth Advisor – Palm Beach Gardens
  • Victor Hernandez, Wealth Partner – Miami
  • David Li, Wealth Partner – Palm Beach Gardens
  • Diana Menaker, Private Client Advisor – Miami
  • Kurt Sylvia, Wealth Partner – Palm Beach Gardens

Georgia

  • Andrew Firstman, Wealth Partner – Atlanta
  • Brian Jenkins, Wealth Partner – Atlanta

Illinois

  • Alan Feutz, Private Client Advisor – Arlington Heights
  • Shawn Marks, Private Client Advisor – Park Ridge
  • Joshua Miller, Wealth Partner – Chicago
  • Benjamin Pogofsky, Wealth Advisor – Chicago
  • Jacob Pottschmidt, Wealth Advisor – Chicago
  • Daniel Resnick, Wealth Partner – Chicago
  • Andrew Stevenson, Private Client Advisor – Park Ridge

Massachusetts

  • Frank Botta, Wealth Partner – Boston
  • Patrick Corbett, Wealth Partner – Boston
  • Jamie Fagan, Wealth Partner – Boston
  • Robert Mason, Wealth Partner – Boston
  • James Minchello, Wealth Partner – Boston
  • Peter Noonan, Wealth Partner – Boston
  •  Jim Taylor, Wealth Partner – Boston
  • Brian Turner, Wealth Advisor – Boston

New Jersey

  • Murali Balasubramanian, Wealth Partner – Morristown
  • Michael Taggart, Wealth Partner – Morristown

New York

  • Patrick Amato, Wealth Partner – New York
  • Michael Briese, Private Client Advisor – New York
  • Anthony Caravetta, Private Client Advisor – New York
  • John Friedman, Wealth Advisor – New York
  • Stephen Gold, Wealth Partner – White Plains
  • Steven Grill, Wealth Partner – New York
  • Bill Grous, Wealth Partner – New York   
  • Brian Hafley, Private Client Advisor – New York
  • Paul Ippolito, Private Client Advisor – Larchmont
  • Russell Loesch, Private Client Advisor – New York             
  • Jordan Mayer, Wealth Partner – New York           
  • Madelyn Miller, Wealth Advisor – New York
  • Joseph Minaudo, Private Client Advisor – New York         
  • Gary Ottomanelli, Private Client Advisor – New York        
  • Thomas Pescherine, Wealth Advisor – New York
  • Ray Powers, Wealth Partner – New York
  • John Rasulo, Wealth Partner – New York               
  • Steve Roitman, Private Client Advisor – Brooklyn
  • Hiral Shah, Private Client Advisor – Mount Kisco
  • John Slattery, Wealth Partner – White Plains
  • David Starker, Wealth Partner – White Plains
  • Brian Terner, Private Client Advisor – New York
  • John Tonzola, Wealth Partner – New York                            
  • James Venetos, Wealth Partner – New York        
  • Tad Waldbauer, Wealth Partner – New York                        
  • Liz Weikes, Wealth Partner – New York                 
  • Christopher Wimpfheimer, Wealth Partner – New York  
  • Mote Zawalunow, Private Client Advisor – New York

Ohio

  • Steven Stofflet, Private Client Advisor – Columbus
  • Cherie Turnwald, Private Client Advisor – Lima

Texas

  • Faisal Afzaal, Private Client Advisor – Houston
  • Sherre Barber, Private Client Advisor – Dallas
  • Justin Burns, Wealth Partner – Dallas
  • Gus Fernandez, Private Client Advisor – Dallas
  • Lisa Forsythe, Private Client Advisor – Houston
  • Jason Holland, Wealth Partner – Dallas
  • Max Pearl, Wealth Partner – Dallas
  • Ryan Stewart, Wealth Partner – Dallas
  • Clint Swinney, Private Client Advisor – Arlington
  • Evan Troop, Wealth Advisor – Dallas

Washington

  • Barney Cohen, Wealth Partner – Seattle
  • Michael Hershey, Wealth Partner – Bellevue

Washington, D.C.

  • Howard Rothman, Wealth Partner – Washington, D.C.
  • Rick Schultz, Wealth Partner – Washington, D.C.
  • Eric Teichberg, Wealth Partner – Washington, D.C.

Wisconsin

  • Kevin Lenci, Private Client Advisor – Oak Creek

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 Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-wealth-advisors/?sh=2f266be61c7c

To see the full list of Forbes’ Best-in-State Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=c26a8a16ab97

Forbes/SHOOK Top Wealth Advisors (04/04/23). Data as of 06/30/22. 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

Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23). Data as of 06/30/22. 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

 

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.

 

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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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