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Record 25 J.P. 摩根财富管理顾问荣获《澳博官方网站app》新一代财富顾问排行榜
5位理财顾问进入了美国新一代理财顾问前100名.S.
August 08, 2023
New York, NY, August 8, 2023 – Forbes recognized a record 25 J.P. Morgan Wealth Management 入选《澳博官方网站app》榜单. 这个数字第一次包括了第一共和国的顾问.
其中5位还因在全美排名前100位而被评为“美国最佳下一代财富顾问”.
“这个行业的认可反映了我们的顾问为客户提供卓越服务的奉献精神,” said Phil Sieg, CEO of J.P. Morgan Advisors. “我们很自豪地看到我们的下一代人才表现出色, 欢迎第一共和国的顾问加入我们的团队.”
“这些顶级顾问正在引领财富管理的未来,” said Eric Tepper, CEO of Chase Wealth Management. “这一成就证明了他们客户至上的奉献精神和坚持不懈的努力. 我很自豪能与这些顾问一起工作，并期待他们继续取得成功.”
J.P. 摩根士丹利财富管理（Morgan Wealth Management）在不考虑最近收购First Republic因素的情况下，创下了上榜顾问人数的新纪录.
Forbes recognized the following advisors:
America’s Top Next-Gen Wealth Advisors
- Evan Troop – Dallas, TX
- Michael Briese – New York, NY
- Christopher Wimpfheimer – New York, NY
- Matthew Fournier – Los Angeles, CA
- Max Pearl – Dallas, TX
Top Next-Gen Wealth Advisors Best-in-State
- Brian Brocious – San Francisco, CA
- Joseph Donnelly – Miami, FL
- H. Robert Gleckler IV – Rockville Centre, NY
- Ami Ibarra – Dublin, CA
- Kyle Kazmer – Los Angeles, CA
- Jake Klarberg – New York, NY
- Trung Lam – Santa Clara, CA
- Jennifer Mayer – New York, NY
- John Mizrahi – New York, NY
- Michelle Piper – Livermore, CA
- Jacob Pottschmidt – Chicago, IL
- Peter Sikora – New York, NY
- Annemarie von der Goltz – New York, NY
- Daniel Warren – Boston, MA
- Mote Zawalunow – New York, NY
最近被澳博官方网站app（JPMorgan Chase）收购的First Republic列出了以下几位顾问 Top Next-Gen Wealth Advisors Best-in-State:
- Drew Curto – Los Angeles, CA
- Mark Grande – Boston, MA
- Neil Koricanac – Palm Beach, FL
- Ryan Leaverton – Portland, OR
- Maureen McNally – New York, NY
J.P. 摩根财富管理公司继续在科技领域大举投资, 顶尖的人才和资源为其顾问和客户提供卓越的支持. 这些举措包括为J.P. Morgan Advisors which offers personal, 按需协助，帮助顾问更好地为客户服务, 以及客户关系继任计划，该计划为顾问提供了发展业务的独特机会，同时帮助终身顾问建立退休之路.
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’ 美国新一代顶级财富顾问及标准信息，请访问： http://www.forbes.com/lists/top-next-gen-advisors/?sh=3d54650f5d4e
To see the full list of Forbes’ 最佳新一代财富顾问及相关标准，请浏览： http://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=53f47a185fc3
福布斯/SHOOK新一代财富顾问排行榜（08/08/23）. Data as of 03/31/23. 评级不能保证未来的成功或结果. 在评级公布后支付给评级提供商的广告材料费用. Methodology here: jpmorgan.com/award-disclosures
福布斯/SHOOK全美最佳新一代财富顾问（08/08/23）. Data as of 03/31/23. 评级不能保证未来的成功或结果. 在评级公布后支付给评级提供商的广告材料费用. 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.是一家全球领先的金融服务公司，资产为3亿美元.9 trillion and operations worldwide. J.P. 摩根财富管理公司监管的资产约为8,930亿美元. 客户可以选择他们想投资的方式和地点. They can do it digitally, remotely, 或者亲自与我们的4个以上的顾问见面,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
JPMorgan Chase & Co. acquired First Republic earlier this year.
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J.P. 摩根财富管理是澳博官方网站app的一项业务 & Co.该公司提供投资产品和服务 J.P. Morgan Securities LLC （JPMS）是一家注册经纪交易商和投资顾问公司，是美国金融业监管局和SIPC的成员. 保险产品通过大通保险代理公司提供. （CIA）是一家持牌保险代理公司，业务名称为大通保险代理服务公司. in Florida. 某些托管和其他服务由澳博官方网站app银行提供.A. (JPMCB). 澳博官方网站app、CIA和澳博官方网站app是澳博官方网站app共同控制下的附属公司 & Co. Products not available in all states.
投资咨询服务由第一共和投资管理公司提供. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. 保险服务由第一共和证券公司提供, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184. 澳博官方网站app银行（JPMorgan Chase Bank, N .）提供某些信托和信托服务.A. or its subsidiaries. 所有实体都是澳博官方网站app共同控制下的附属公司 & Co.
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