Record 31 J.P. Morgan Wealth Management Advisors Selected for Forbes’ Top Next-Gen List

A record number of J.P. Morgan Wealth Management advisors were honored on Forbes’ 2024 Top Next-Gen Wealth Advisors Best-in-State ranking. Fifteen of them have been recognized for at least two consecutive years, and three are classified in the top 100 advisors in the country under 40.

“These advisors embody our unwavering commitment to delivering first-class service to clients,” said Phil Sieg, head of J.P. Morgan Advisors. “This recognition is well earned, and it’s a testament to their dedication and drive.”

“The next generation of talent is here at J.P. Morgan,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “I’m proud to see our advisors recognized for their hard work and relentless dedication to helping our clients achieve their goals.”

Forbes recognized the following advisors:

America’s Top Next-Gen Wealth Advisors

• Trung Lam – Santa Clara, CA
• Tyler Seelow – Louisville, KY
• Matthew Fournier – Los Angeles, CA

Top Next-Gen Wealth Advisors Best-in-State

• Michael Azayev – Brooklyn, NY
• Brian Brocious – San Francisco, CA
• Gregory Carafello – New York, NY
• Joseph Donnelly – Miami, FL
• Andrew Feit – Chicago, IL
• Hannah Forney – Portland, OR
• Tyler Gilmore – Newport Beach, CA
• Joel Grachan – Chicago, IL
• Mark Grande – Boston, MA
• Alex Guttosch – Chicago, IL
• Dominique Jordan – Los Angeles, CA
• Michael Kantor – Boca Raton, FL
• Kyle Kazmer – Los Angeles, CA
• Jake Klarberg – New York, NY
• Neil Koricanac – Palm Beach, FL
• Ryan Leaverton – Portland, OR
• Jennifer Mayer – New York, NY
• Jeremy McChesney – Palo Alto, CA
• John Mizrahi – New York, NY
• Kevin O'Connell – Boston, MA
• Max Pearl – Dallas, TX
• Jacob Pottschmidt – Chicago, IL
• Peter Sikora – West Harrison, NY
• Matthew Smith – The Woodlands, TX
• Peter Venetos – New York, NY
• Jacob Webb – Palm Beach Gardens, FL
• Peter Welch – San Francisco, CA
• Christopher Wimpfheimer – New York, NY

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, which offers advisors on-demand assistance to help them take full advantage of the firm’s vast network of investing strategists, planning professionals and lending and banking specialists, as well as family governance support. J.P. Morgan advisors have access to award-winning thought leadership and receive support from specialized teams to offer highly personalized guidance to their clients.

J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.

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 Next-Gen Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-next-gen-advisors/

To see the full list of Forbes’ Top Next-Gen Wealth Advisors Best-in-State and information on criteria, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/

Forbes/SHOOK America’s Top Next-Gen Wealth Advisors (08/08/24 data as of 03/31/24); (08/08/23, data as of 3/31/23). 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 Next-Gen Wealth Advisors Best-In-State (08/08/24 data as of 03/31/24); (08/08/23, data as of 3/31/23). 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 $4.1 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,600 advisors and $1 trillion 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 4,800 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.

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