4 J.P. 摩根顾问被点名 《澳博官方网站app》 Top 100 Financial Advisors
New York, NY, April 17, 2023 – Four J.P. 摩根 Wealth Management advisors were recognized on the 《澳博官方网站app》 Top 100 Financial Advisors list, one of the most selective rankings in wealth management.
“These advisors continue to earn the industry’s most elite accolades,” said Phil Sieg, CEO of J.P. 摩根顾问. “They are devoted to providing clients with exceptional service, and I’m proud to see their hard work recognized.”
《澳博官方网站app》 honored the following advisors:
- Jordan Mayer – New York
- Christopher Wimpfheimer – New York
- Colleen O’Callaghan – New York
- Elaine Meyers – San Francisco
Colleen and Elaine have previously been selected for the 《澳博官方网站app》 Top 100 list, most recently in 2022.
J.P. 摩根 Wealth Management 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》 ranks the top 100 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.
To see the full ranking, visit: http://www.barrons.com/advisor/report/top-financial-advisors/100?page=1&
《澳博官方网站app》 Top 100 Financial Advisors (04/14/23, data as of 12/31/22); (04/15/22, data as of 12/31/21). 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 Wealth Management
J.P. 摩根 Wealth Management 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 $3.7 trillion and operations worldwide. J.P. 摩根 Wealth Management has ~5,100 advisors and ~$691 billion of assets under supervision. Clients 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 more than 4,700 追逐 branches throughout the U.S., or in one of our 30 offices. For more information, go to www.澳博官方网站app.com/wealth 并遵循 @JPMWealth 在推特和 J.P. 摩根 Wealth Management 在LinkedIn.
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J.P. 摩根 Wealth Management 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, member FINRA and SIPC. 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. Certain custody and other services are provided by 澳博官方网站app Bank, N.A. (部门). JPMS, CIA and JPMCB are affiliated companies under the common control of 澳博官方网站app & Co. Products not available in all states.
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