Record Number of J.P. Morgan Advisors named Forbes Best-in-State Wealth Advisors
New York, NY – April 7, 2022 – Fifty-six J.P. Morgan Wealth Management advisors were selected for Forbes’ 2022 Best-in-State Wealth Advisors ranking – a new all-time high.
“As we invest in growing our first-class team, I’m proud to see J.P. Morgan Advisors break new records with their continued achievements,” said Phil Sieg, CEO of J.P. Morgan Advisors. “It’s a true testament to their constant dedication to serving our clients.”
Forbes recognized the following advisors:
- Brian Brocious – San Francisco
- Gwen Campbell – San Francisco
- Drew Corradini – San Francisco
- Matthew Fournier – Los Angeles
- Tracey Gluck – Los Angeles
- Elaine Meyers – San Francisco
- Ronald Munman – Los Angeles
- Gregory Onken – San Francisco
- Rick Schultz – Washington, D.C.
- Eric Teichberg – Washington, D.C.
- Sergio Akselrad – Miami
- Louise Armour – Palm Beach Gardens
- Robert Burns – Palm Beach Gardens
- Victor Hernandez - Miami
- David Li – Palm Beach Gardens
- Kurt Sylvia – Palm Beach Gardens
- Andrew Firstman – Atlanta
- Brian Jenkins – Atlanta
- Daniel Resnick – Chicago
- Frank Botta – Boston
- Patrick Corbett – Boston
- Ross Dolgoff – Boston
- Jamie Fagan – Boston
- Robert Mason – Boston
- James Minchello – Boston
- Peter Noonan – Boston
- Brian Turner – Boston
- Murali Balasubramanian – Morristown
- Michael Taggart – Morristown
- Patrick Amato – New York
- Jay Canell – New York
- Neil Canell – New York
- John Delehanty – New York
- John Friedman – New York
- Stephen Gold – White Plains
- Richard Goodwyn – New York
- Steven Grill – New York
- Bill Grous – New York
- Robert Holland – New York
- Marc Koch – New York
- Jordan Mayer – New York
- Madelyn Miller – New York
- Colleen O'Callaghan – New York
- Thomas Pescherine – New York
- John Rasulo – New York
- Scott Seltzer – New York
- John Slattery – White Plains
- David Starker – New York
- James Venetos – New York
- Tad Waldbauer – New York
- Christopher Walters – White Plains
- Liz Weikes – New York
- Christopher Wimpfheimer – New York
- Ryan Stewart – Dallas
- Evan Troop – Dallas
- Michael Hershey – Bellevue
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 the new 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.
This year’s ranking includes more than 6,500 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 ranking, visit : https://www.forbes.com/best-in-state-wealth-advisors/?sh=7ddaed3b291d#3f2e9d87291d
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 ~5,000 advisors and more than $700 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 4,800 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 6/30/21.
Source: Forbes.com (April, 2022). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings 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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