Press Releases
March 13, 2023
New York, NY, March 13, 2023 – Sixteen J.P. Morgan Wealth Management advisors were selected for Barron’s 2023 list of America’s Top 1,200 Financial Advisors.
“These advisors continue to earn industry recognition for their hard work and client-first dedication,” said Phil Sieg, CEO of J.P. Morgan Advisors. “They exemplify the top talent we’re looking for as we grow our best-in-class team.”
Barron’s recognized the following advisors:
California
Florida
Massachusetts
New Jersey
New York
Pennsylvania
Washington
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 advisors in each of the 50 states plus Washington, D.C. 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/1000?page=1&mod=faranking_subnav_top1200
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.
Barron's Top 1,200 U.S. Financial Advisors (03/10/23). Data as of 09/30/22. 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
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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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Media Contact
Jami Tanner
jami.tanner@jpmorgan.com
