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Five J.P. Morgan advisors named America’s Top Wealth Advisors
April 04, 2023
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:
Forbes recognized the following advisors as Best-in-State Wealth Advisors:
Arizona
California
Florida
Georgia
Illinois
Massachusetts
New Jersey
New York
Ohio
Texas
Washington
Washington, D.C.
Wisconsin
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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Media Contact
Jami Tanner
jami.tanner@jpmorgan.com
