Recognition: Four J.P. Morgan Wealth Management Advisors Named Among Financial Planning’s 2024 40 Top Brokers Under 40


Four distinguished advisors from J.P. Morgan Wealth Management have achieved remarkable recognition in Financial Planning’s 2024 40 Top Brokers Under 40 list, setting a new record. This annual ranking highlights the exceptional performance of the top 40 financial advisors under the age of 40. Christopher Wimpfheimer secured an impressive #2 ranking nationwide.

Financial Planning has acknowledged the following advisors:

  • Christopher Wimpfheimer – New York, NY
  • Evan Troop – Dallas, TX
  • Michael Briese – New York, NY
  • Mote Zawalunow – New York, NY

Phil Sieg, the head of J.P. Morgan Advisors, praised these industry-leading advisors for their unwavering dedication to clients, attributing their success to hard work and exceptional performance. Notably, Michael Briese and Evan Troop have been recognized for the third and second consecutive years, respectively.

Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management, expressed pride in working with these top advisors who are shaping the future of the wealth management industry. He emphasized their client-centric approach and commitment to assisting clients in achieving their long-term goals.

J.P. Morgan Wealth Management continues to prioritize investments in technology, talent, and resources to provide outstanding support for both advisors and clients. Initiatives include the concierge service for J.P. Morgan Advisors, offering personalized, on-demand assistance, and the Client Relationship Succession Program, facilitating business growth for advisors while aiding tenured advisors in planning for retirement.

Following JPMorgan Chase & Co.’s acquisition of First Republic last year, its wealth management business has been integrated into J.P. Morgan Wealth Management.

For the full ranking and criteria details, visit Financial Planning’s website.

About J.P. Morgan Wealth Management: J.P. Morgan Wealth Management, the U.S. wealth management arm of JPMorgan Chase & Co., boasts approximately 5,400 advisors and supervises over $900 billion in assets. Clients have the flexibility to choose their preferred mode of investment, whether digitally, remotely, or in-person through advisors at Chase branches or offices across the U.S.

For more information, visit www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

Financial Planning 40 Under 40 (02/06/24, data as of 09/30/23); (02/01/23, data as of 9/30/22); (02/01/22, data as of 09/31/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Investment and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates, subject to investment risks, including possible loss of the principal amount invested.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services, including custody, are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA, and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

Source Link