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5 J.P. 摩根 Wealth Management Advisors Recognized on 《澳博官方网站app》 Top Women Ranking

New York, NY, June 21, 2021 – 5 J.P. 摩根 Wealth Management advisors have been recognized on 《澳博官方网站app》 annual list of Top Women Financial Advisors.

《澳博官方网站app》 honored the following advisors:

  • Louise Armour – Palm Beach Gardens, FL
  • Tracey Gluck – Los Angeles, CA
  • Elaine Meyers – San Francisco, CA
  • Colleen O'Callaghan – New York, NY
  • Elizabeth Weikes – New York, NY

“I am proud to work with this group of exceptional advisors who relentlessly strive for excellence,” said Phil Sieg, J首席执行官.P. 摩根 Advisors. “These advisors work tirelessly to serve their clients and help them achieve their financial goals. I look forward to watching their continued success.”

《澳博官方网站app》 ranks the top 100 women financial advisors in the U.S. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

The full ranking can be seen here: http://www.barrons.com/advisor/report/top-financial-advisors/women?mod=faranking_subnav

《澳博官方网站app》 “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, 和更多的. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. 

关于J.P. 摩根 Wealth Management

J.P. 摩根 Wealth Management is the U.S. wealth management business of JP摩根 追逐 & Co. (NYSE:JPM), a leading global financial services firm with assets of $3.2 trillion and operations worldwide. J.P. 摩根 Wealth Management, which offers investment products and services through J.P. 摩根 Securities LLC, member FINRA/SIPC, ~ 4,000 advisors and ~$630 billion assets under supervision. Customers can choose how and where they want to invest. They can do it digitally, 远程, or in person by meeting with an advisor in one of our 3,500 追逐 branches throughout the U.S., or scheduling a meeting with a J.P. 摩根 Advisor in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com.

Media 联系

Michaela Nichols
米凯拉.e.nichols@jpmchase.com