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J记录编号.P. 摩根顾问公司 《澳博官方网站app》 全美最佳财富顾问

纽约, NY – April 7, 2022 – Fifty-six J.P. 摩根财富管理 advisors were selected for 《澳博官方网站app》  2022 全美最佳财富顾问 ranking – a new all-time high.

“As we invest in growing our first-class team, I’m proud to see J.P. 摩根顾问 break new records with their continued achievements,” said Phil Sieg, CEO of J.P. 摩根顾问. “It’s a true testament to their constant dedication to serving our clients.”

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

加州

  • Brian Brocious——旧金山
  • 格温·坎贝尔-旧金山
  • 德鲁·科拉迪尼，旧金山
  • 马修·福尼尔-洛杉矶
  • 特雷西·格拉克——洛杉矶
  • 伊莱恩·迈耶斯，旧金山
  • 罗纳德·芒曼——洛杉矶
  • 格雷戈里·奥肯——旧金山

华盛顿特区.C.

  • 里克·舒尔茨——华盛顿特区.C.
  • 埃里克·泰奇伯格-华盛顿特区.C.

佛罗里达

  • Sergio Akselrad——迈阿密
  • Louise Armour – Palm Beach Gardens
  • Robert Burns – Palm Beach Gardens
  • 维克多·埃尔南德斯-迈阿密
  • 大卫李-棕榈滩花园
  • Kurt Sylvia – Palm Beach Gardens

乔治亚州

  • 安德鲁·Firstman，亚特兰大
  • 布莱恩·詹金斯——亚特兰大

伊利诺斯州

  • 丹尼尔·雷斯尼克，芝加哥

麻萨诸塞州

  • 弗兰克·博塔——波士顿
  • 帕特里克·科比特-波士顿
  • 罗斯·多尔戈夫，波士顿
  • 杰米·费根-波士顿
  • 罗伯特·梅森-波士顿
  • 詹姆斯·明切罗——波士顿
  • 彼得·努南-波士顿
  • 布莱恩·特纳-波士顿

新泽西

  • Murali Balasubramanian – Morristown
  • 迈克尔·塔格特-莫里斯敦

纽约

  • 帕特里克·阿马托——纽约
  • 杰伊·卡内尔——纽约
  • 尼尔·卡内尔-纽约
  • 约翰·德勒汉蒂，纽约
  • 约翰·弗里德曼，纽约
  • Stephen Gold - White Plains
  • 理查德·古德温，纽约
  • Steven Grill，纽约
  • 比尔·格罗斯——纽约
  • 罗伯特·霍兰德——纽约
  • 马克·科赫——纽约
  • 乔丹·梅尔——纽约
  • 玛德琳·米勒——纽约
  • Colleen O'Callaghan，纽约
  • Thomas Pescherine -纽约
  • 约翰·拉苏洛，纽约
  • 斯科特·萨尔茨——纽约
  • 约翰·斯莱特里——白原
  • 大卫·斯塔克——纽约
  • 詹姆斯·威尼托斯——纽约
  • 泰德·沃尔德鲍尔，纽约
  • Christopher Walters – White Plains
  • Liz Weikes -纽约
  • Christopher Wimpfheimer – 纽约

德州

  • 瑞安·斯图尔特——达拉斯
  • 埃文部队-达拉斯

华盛顿

  • 迈克尔好时-贝尔维尤

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 the new 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 J.P. 摩根顾问 a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.

This year’s ranking includes more than 6,500 advisors and 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.

To see the full ranking, visit : http://www.Forbes.com/best-in-state-wealth-advisors/?sh=7ddaed3b291d#3f2e9d87291d

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 $3.7 trillion and operations worldwide. J.P. 摩根财富管理 has ~5,000 advisors and more than $700 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 4,800 追逐 branches throughout the U.S.，或在我们21个办事处中的任何一个. 有关更多信息，请访问  www.jpmorganwealthmanagement.com 并遵循 @JPMWealth 在推特上.

数据由 shake®研究, LLC. 数据截止到21年6月30日.

来源: 《澳博官方网站app》.com (2022年4月).  《澳博官方网站app》 全美最佳财富顾问 ranking was developed by SHOOK 研究 and is based on in-person, 虚拟, and telephone due diligence meetings to measure best practices, 客户保留, 行业经验, 凭证, 审核合规记录, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither 《澳博官方网站app》 nor SHOOK 研究 receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK 研究, LLC.

 

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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. 摩根证券有限责任公司 (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities 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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