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记录36j.P. 摩根顾问荣获 《澳博体育app》 Top 1,200 Financial Advisors List

2024年3月11日

纽约, NY, March 11, 2024 – A record 36 J.P. 摩根财富管理 advisors were recognized by 《澳博体育app》 on its annual ranking of America’s Top 1,200 Financial Advisors. Thirty of them made the list for at least a second year in a row.

J.P. 摩根 advisors took the #1 and #2 spots in 俄勒冈州, the #1 spot in Washington and 怀俄明 and the #3 spot in 新墨西哥.

“It’s a privilege to work alongside these industry-leading advisors,” said Phil Sieg, head of J.P. 摩根顾问. “This recognition is a testament to their incredible abilities and drive. They showcase the first-class service we provide our clients here at J.P. 摩根 and embody our people-first mission.”

《澳博体育app》 selected the following advisors:

加州

  • Matthew Babrick – Los Angeles
  • Elaine Meyers – San Francisco
  • Rick Gordon – San Francisco
  • Hugh Beecher – San Francisco
  • 格雷格·奥肯——旧金山
  • 特雷西·格拉克——洛杉矶
  • Catherine Evans – San Francisco
  • Steven Soja，旧金山
  • Sam Schoner -旧金山
  • 贾斯汀·蒂普-圣地亚哥
  • 布雷特·贝瑞——门洛帕克


佛罗里达

  • 塞尔瓦托·提诺，朱庇特
  • Andrew Vahab - Boca Raton
  • Roy Apple – Palm Beach Gardens
  • Louise Armour – Palm Beach Gardens
  • Kurt Sylvia – Palm Beach Gardens
  • Mark Donohue – Palm Beach Gardens

乔治亚州

  • 布莱恩·詹金斯——亚特兰大

麻萨诸塞州

  • 彼得·努南-波士顿

新泽西

  • Michael Taggart – Morristown

新墨西哥

  • 乔恩公牛-圣达菲 在新墨西哥州排名第三

纽约

  • 乔丹·梅尔——纽约
  • 格伦·德格纳斯——纽约
  • Liz Weikes -纽约
  • 杰森·巴布-纽约
  • Christopher Wimpfheimer – 纽约
  • 杰伊·卡内尔——纽约
  • 尼尔·卡内尔-纽约

俄勒冈州

  • Rebecca DeCesaro – Portland – 在俄勒冈州排名第一
  • 杰弗里·扬德尔-波特兰 在俄勒冈州排名第二

宾西法尼亚

  • 杰克·哈夫纳，费城

德州

  • 埃文部队-达拉斯
  • 麦克斯韦珍珠-达拉斯

Washingtn

  • 菲尔·斯科特-贝尔维尤 在华盛顿排名第一
  • 迈克尔好时-贝尔维尤

怀俄明

  • 达尼·梅德曼-杰克逊 在怀俄明州排名第一

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 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.

澳博官方网站app & Co. acquired First Republic last year, folding its wealth management business under J.P. 摩根财富管理.

《澳博体育app》 ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

To see the full ranking and information on criteria, visit http://www.Barrons.com/advisor/report/top-financial-advisors/1000/2024?page=1

关于J.P. 摩根财富管理

J.P. 摩根财富管理 is the U.S. wealth management business of 澳博官方网站app & Co., a leading global financial services firm with assets of $3.9 trillion and operations worldwide. J.P. 摩根财富管理 has ~5,400 advisors and $900+ 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 4,700 追逐 branches throughout the U.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 J.P. 摩根财富管理  在LinkedIn.

《澳博体育app》美国前1200名.S. Financial Advisors (03/08/24, data as of 09/30/23); (03/10/23, data as of 9/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 研究方法:澳博官方网站app.com/award-disclosures

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J.P. 摩根财富管理 is a business of 澳博官方网站app & Co., which offers investment products and services through J.P. 摩根 Securities LLC (JPMS), a registered broker-dealer and investment adviser, FINRA和SIPC成员. Certain advisory products may be offered through J.P. 摩根 Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through 澳博官方网站app Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through 追逐 Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as 追逐 Insurance Agency Services, Inc. 在佛罗里达. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of 澳博官方网站app & Co.

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媒体接触
麦克拉罗斯
米凯拉.n.ross@澳博官方网站app.com