7 J.P. 摩根财富管理 and First Republic Advisors Named 《澳博体育app》 顶级女性理财顾问

New York, NY, June 20, 2023 – 《澳博体育app》 公认的五 J.P. 摩根财富管理 advisors and two First Republic advisors on its 2023 顶级女性理财顾问 list, a compilation of the 100 best women advisors in the country.

“我很激动 《澳博体育app》 is celebrating how these women have raised the bar in the industry and equally excited that so many talented female advisors have joined us from First Republic,克里斯汀·莱姆考说, J首席执行官.P. 摩根财富管理. “Across the board, they all tirelessly put their clients’ needs first. We’re so proud to have them on our team.”

下面的J.P. 摩根的顾问们获得了荣誉. All have been on the three most recent Top Women rankings, and some longer.

• 科琳奥卡拉汉
• 伊莱恩·迈耶斯
• 特蕾西格里克
• 莉斯Weikes
• 露易丝甲

First Republic, which was recently acquired by 澳博官方网站app, had the following advisors ranked. This is at least the second consecutive year these advisors have made the list.

• Dagny Maidman
• 凯瑟琳埃文斯

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 Advisors 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.

《澳博体育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.

To see the full ranking, visit: http://www.barrons.com/advisor/report/top-financial-advisors/women/2023?page=1

Barron's 顶级女性理财顾问 (06/16/23, data as of 03/31/23); (6/17/22, data as of 3/31/22); (6/18/21, 数据截至2021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 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 ~5,100 advisors and ~$691 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30个办事处之一. 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. recently acquired First Republic. The firm’s wealth-management business will eventually be incorporated in J.P. 摩根财富管理.

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 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.

Investment Advisory services are provided by First Republic Investment Management, Inc. Brokerage services are offered through First Republic Securities Company, 有限责任公司, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, 有限责任公司, CA保险许可证#0I13184. Certain trust and fiduciary services are provided by 澳博官方网站app Bank, N.A. 或者其子公司. All entities are affiliated companies under the common control of 澳博官方网站app & Co.

©2023澳博官方网站app & Co.

媒体接触
麦克拉罗斯
米凯拉.n.ross@澳博官方网站app.com