创纪录25j.P. 摩根财富管理 Advisors Honored on 《澳博官方网站app》 下一代财富顾问排行榜
Five advisors ranked in top 100 of next-gen financial advisors in the U.S.
纽约，2023年8月8日 《澳博官方网站app》 认可创纪录的25人 J.P. 摩根财富管理 advisors on its 2023 Top Next-Gen Wealth Advisors Best-in-State list. For the first time, this number includes advisors from First Republic.
Five were also 名字d 美国顶级下一代财富顾问 for ranking in the top 100 across the country.
“This industry recognition reflects our advisors’ devotion to providing exceptional service to their clients,菲尔·西格说, J首席执行官.P. 摩根顾问. “We’re proud to see our next generation of talent is excelling as top performers, and to be welcoming these First Republic advisors to our team.”
“These top advisors are leading the future of wealth management,埃里克·泰珀说, 大通财富管理公司首席执行官. “This achievement is a testament to their client-first dedication and persistent hard work. I’m so proud to work with these advisors and look forward to their continued success.”
J.P. 摩根财富管理 set a new record of advisors selected for this ranking without factoring in the recent First Republic acquisition.
《澳博官方网站app》 认可以下顾问:
美国顶级下一代财富顾问
- 埃文部队-达拉斯，德克萨斯州
- Michael Briese -纽约，纽约州
- 克里斯托弗·温姆海默——纽约，纽约州
- 马修·富尼耶——洛杉矶，加州
- 马克斯·珀尔——达拉斯，德克萨斯州
Top Next-Gen Wealth Advisors Best-in-State
- Brian Brocious——旧金山，加州
- 约瑟夫·唐纳利——佛罗里达州迈阿密
- H. Robert Gleckler IV – Rockville Centre, NY
- Ami Ibarra -都柏林，加州
- Kyle Kazmer -洛杉矶，加州
- 杰克·克拉伯格-纽约，纽约州
- Trung Lam - Santa Clara, CA
- 詹妮弗·梅尔-纽约，纽约州
- 约翰·米兹拉希-纽约，纽约州
- 米歇尔·派珀-利弗莫尔，加州
- Jacob Pottschmidt——芝加哥，伊利诺伊州
- Peter Sikora -纽约，纽约州
- Annemarie von der Goltz – New York, NY
- 丹尼尔·沃伦——马萨诸塞州波士顿
- Mote Zawalunow -纽约，纽约州
First Republic, which was recently acquired by 澳博官方网站app, had the following advisors 名字d Top Next-Gen Wealth Advisors Best-in-State:
- 德鲁·柯托——洛杉矶，加州
- 马克·格兰德——波士顿，马萨诸塞州
- Neil Koricanac——佛罗里达州棕榈滩
- 瑞安·利弗顿，波特兰，俄勒冈州
- 莫林·麦克纳利-纽约，纽约州
J.P. 摩根财富管理 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. 摩根顾问公司提供个人服务, 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 研究. The selection criteria includes interviews, 行业经验, 合规记录, revenue produced and assets under management.
查看列表 《澳博官方网站app》 美国顶级下一代财富顾问 and information on criteria, visit: http://www.Forbes.com/lists/top-next-gen-advisors/?sh=3d54650f5d4e
查看完整的列表 《澳博官方网站app》 Top Next-Gen Wealth Advisors Best-in-State and information on criteria, visit: http://www.Forbes.com/lists/best-in-state-next-gen-advisors/?sh=53f47a185fc3
《澳博官方网站app》/SHOOK Top Next-Gen Wealth Advisors (08/08/23). 数据截止到23年3月31日. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 方法: 澳博官方网站app.com/award-disclosures
《澳博官方网站app》/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/08/23). 数据截止到23年3月31日. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 方法: 澳博官方网站app.com/award-disclosures
关于J.P. 摩根财富管理
J.P. 摩根财富管理公司是美国最大的财富管理公司.S. wealth management business of 澳博官方网站app & Co., a leading global financial services firm with assets of $3.9万亿美元，业务遍及全球. J.P. 摩根财富管理 has ~$893 billion of assets under supervision. Clients can choose how and where they want to invest. 他们可以用数字方式来做, 远程, or in person by meeting with an advisor in one of our more than 4,全美共有700家大通分行.S.，或在我们的办公室. 有关更多信息，请访问 www.澳博官方网站app.com/wealth 并遵循 @JPMWealth 在推特和 J.P. 摩根财富管理 在LinkedIn.
澳博官方网站app & Co. acquired First Republic earlier this year.
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