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Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list
New York, NY
April 03, 2024
New York, NY, April 3, 2024 – Over 200 J.P. Morgan Wealth Management advisors were recognized on Forbes’ 2024 Best-in-State Wealth Advisors ranking. That’s more than double last year’s record.
“Our advisors continue raising the bar,” said Phil Sieg, head of J.P. Morgan Advisors. “I’m grateful to work alongside these industry leaders and see them recognized for growing their business and putting their clients first every day.”
“Whether this is their first time being recognized or they’ve previously earned this achievement, these individuals consistently deliver exceptional service,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “I’m incredibly proud of our advisors across the country who go above and beyond to help our clients achieve their financial goals.”
In total, 218 J.P. Morgan advisors made the Forbes 2024 Best-in-State Wealth Advisors list. Sixteen of these advisors were also named America’s Top Wealth Advisors for ranking in the top 250 of financial advisors in the United States. Thirteen are being recognized in the top 250 by Forbes for at least a second year in a row.
Forbes recognized the following advisors as Best-in-State Wealth Advisors:
Arizona
California
Florida
Georgia
Illinois
Louisiana
Massachusetts
Michigan
New Jersey
New Mexico
New York
Ohio
Oregon
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.
JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P. Morgan Wealth Management.
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=6dd35c051c7c
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/
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 $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and $900+ 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 offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.
Forbes/SHOOK Top Wealth Advisors (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). 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 (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). 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. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. 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. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.
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Jami Tanner
jami.tanner@jpmorgan.com
