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J.P. Morgan Securities financial advisors named to Forbes America’s Top Next-Gen Wealth Advisors list for 2017

Financial Advisor Office Year Recognized
Sarah Damsgaard Chicago 2017
Danny Resnick Chicago 2017
Jake Klarberg New York 2017
Benjamin Mayo New York 2017
Elizabeth Weikes New York 2017
David Li Boston 2017
Daniel Tumba Palm Beach 2017
Brian Turner Boston 2017
Ryan Stewart Los Angeles 2017

*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Ranking algorithm is based on qualitative and quantitative measures derived from interviews and surveys, and quantitative criteria, such as AUM and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.

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“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

 
 

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