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NEW YORK
February 19, 2025
Three J.P. Morgan Wealth Management advisors were selected for Financial Planning’s annual Top 40 Brokers Under 40 ranking.
Financial Planning recognized the following advisors for their outstanding contributions as part of the top 40 financial advisors in the U.S. under 40 years old:
“These advisors are forging the future of our industry, and they work tirelessly to provide clients with extraordinary service,” said Phil Sieg, head of J.P. Morgan Advisors. “I’m proud to see them recognized for their hard work and constant pursuit of excellence.”
“Much of the industry’s top talent is here at J.P. Morgan,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “We are continuing to grow our leading team of advisors who are relentlessly focused on supporting clients in their financial lives.”
J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients have access to product and family governance specialists, award-winning research and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.
J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.
To see the full ranking and information on criteria, visit https://www.financial-planning.com/list/financial-plannings-top-40-under-40-in-2025-top-brokers
Financial Planning 40 Under 40 (02/18/25). Data as of 09/30/24. 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
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 $4.0 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,700 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 nearly 5,000 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.
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.
© 2025 JPMorgan Chase & Co.
Jami Tanner
jami.tanner@jpmorgan.com
