New York, NY, February 1, 2022 – Three advisors from JP Morgan Wealth Management were rewarded Financial planning2022 Annual List of the Top 40 Financial Advisors Under 40.
Financial planning recognized the following advisors for their outstanding performance:
Michael Briese, Private Client Advisor – New York, NY
David Li, Heritage Partner – Palm Beach Gardens, Florida
Liz Weikes, Wealth Partner – New York, NY
“I’m confident the future for this industry is bright with advisors like Michael, David and Liz leading the charge. Their commitment to helping their clients grow their wealth is impressive and I’m proud to have them in our team,” said Kristin Lemkau, CEO of JP Morgan Wealth Management.
JP Morgan Wealth Management continues to invest heavily in technology, top talent and resources to provide exceptional support to its advisors and clients. These initiatives include the new Concierge Service for JP Morgan Advisors, which offers on-demand personal assistance to help Advisors better serve clients, and the Client Relationship Succession Program, which provides young JP Morgan Advisors with a unique opportunity to grow their business while helping permanent advisors develop a path to retirement.
This year’s list of the Top 40 Financial Advisors Under 40 collectively generated more than $203 million in annual production and oversaw $46 billion in combined client assets.
The ranking candidates were 39 years of age or younger as of December 31, 2021 and were registered with a wealth management company in the employee channel. Financial planning uses production totals that are verified by each broker’s employer to determine rankings. Last 12 months production and AUM are as of September 31, 2021.
About JP Morgan Wealth Management
JP Morgan Wealth Management is the US wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. JP Morgan Wealth Management has approximately 5,000 advisers and over $700 billion in assets under supervision. Clients can choose how and where they want to invest. They can do this digitally, remotely, or in person by meeting with a JP Morgan advisor at one of our 4,800 Chase branches in the United States or at any of our 21 offices. For more information, visit www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter.
To see the full ranking and criteria information, visit https://www.financial-planning.com/list/top-40-brokers-under-40-2021-edition-1-20
Awards or rankings are not indicative of future success or results.
JP Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through JP Morgan Securities LLC (JPMS), a registered broker and investment adviser, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custodial and other services are provided by JPMorgan Chase Bank, NA (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.
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