Press Releases
April 17, 2023
New York, NY, April 17, 2023 – Four J.P. Morgan Wealth Management advisors were recognized on the Barron’s Top 100 Financial Advisors list, one of the most selective rankings in wealth management.
“These advisors continue to earn the industry’s most elite accolades,” said Phil Sieg, CEO of J.P. Morgan Advisors. “They are devoted to providing clients with exceptional service, and I’m proud to see their hard work recognized.”
Barron’s honored the following advisors:
Colleen and Elaine have previously been selected for the Barron's Top 100 list, most recently in 2022.
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.
Barron’s ranks the top 100 financial advisors in the U.S. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
To see the full ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/100?page=1&
Barron's Top 100 Financial Advisors (04/14/23, data as of 12/31/22); (04/15/22, data as of 12/31/21). 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 ~5,100 advisors and ~$691 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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| INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED |
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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Media Contact
Jami Tanner
jami.tanner@jpmorgan.com
