Welcome to J.P. Morgan Securities |Select a Country

J.P. MORGAN SECURITIES ADVISORS TOP RANKED IN ON WALL STREET MAGAZINE’S 40 UNDER 40 LIST

On Wall Street Magazine’s Annual “Top 40 Financial Advisors Under 40” list recognizes Stephen Barrett, Carlos Ferrero Bonzon and Mario Lamar amongst advisor peers

New York, January 9, 2014 – J.P. Morgan Securities was recognized by leading industry publication On Wall Street this week for three of its top advisors under the age of 40. The 2014 “Top 40 Financial Advisors Under 40”list named Stephen Barrett the number two advisor in the country. Carlos Ferrero Bonzon and his partner Mario Lamar were ranked 25th and 27th respectively.

The annual list ranks advisors who are 39 years old or younger as of December 31, 2013, and are ranked on trailing 12-month production and assets under management.  Advisors are nominated by their individual firms to be considered for the ranking.

“We are thrilled for the recognition and proud to call Stephen, Carlos and Mario a part of our team of talented financial advisors,” said Greg Quental, Chief Executive Officer of J.P. Morgan Securities. “As some of our top performers, these advisors exemplify the way we conduct business and serve our clients.”
Stephen Barrett, age 37, based in the firm’s New York City office was recognized among a select top ten group profiled in the magazine. Carlos Ferrero Bonzon, age 38, is located in South Florida and works with his business partner of 15 years, Mario Lamar, age 39, who works out of New York. The full ranking can be accessed here.

About J.P. Morgan Securities
J.P. Morgan Securities is a wealth management business headquartered in New York City, with offices in 20 locations throughout the United States.   The firm’s Financial Advisors provide clients with access to a broad range of wealth management services, including brokerage, retirement planning, wealth transfer, lending, cash management and banking.  They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

Media contact:
Emily Sackett
212-622-9870
emily.k.sackett@jpmchase.com

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“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

Client Log On
Online Enrollment
Cyber Security Awareness
J.P. Morgan Securities
 
 

Copyright © 2017 JPMorgan Chase & Co. All rights reserved.