A total of 40 advisors from J.P. Morgan Wealth Management have been named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State ranking, marking a new record for the firm. The annual list highlights financial advisors under the age of 40 who demonstrate excellence in their field.
Of those recognized, 23 advisors appeared on the list for at least a second consecutive year. Two were also included among America’s Top Next-Gen Wealth Advisors, which ranks the top 100 next-generation advisors nationwide.
“I am proud to see this group of advisors honored among the best in the nation,” said Phil Sieg, head of J.P. Morgan Advisors. “This recognition is a direct reflection of their hard work, breadth of experience and dedication to providing exceptional client service. Their futures are incredibly bright.”
“Our record number of advisors on this ranking is proof that J.P. Morgan continues to create an environment where the next generation of talent can establish their careers and thrive,” said Eric Tepper, head of branch-based advisors at J.P. Morgan Wealth Management. “I congratulate each of these advisors on this well-earned honor and thank them for their unwavering commitment to our clients.”
Among those recognized nationally are Trung Lam from Santa Clara, California, who provides wealth planning and portfolio management services focused on holistic strategies for high-net-worth clients; and Tyler Seelow from Louisville, Kentucky, who delivers portfolio management and legacy planning with a proactive approach.
The full list includes professionals based in cities such as New York, Miami, Chicago, Los Angeles, San Francisco, Boston, Dallas and others across the country.
J.P. Morgan Wealth Management has continued to invest in its workforce by offering access to product specialists and research resources. The firm’s offerings help its advisors support clients as they navigate markets and plan for financial goals.
The company has also been recognized as Top Global Research Firm by Institutional Investor for four years running.
Forbes compiles its rankings through SHOOK Research using criteria such as interviews with candidates, industry experience, compliance records, revenue produced and assets under management. More information about Forbes’ America’s Top Next-Gen Wealth Advisors can be found at https://www.forbes.com/top-next-gen-advisors/ while state-specific rankings are available at https://www.forbes.com/best-in-state-next-gen-wealth-advisors/.
J.P. Morgan Wealth Management operates as part of JPMorgan Chase & Co., which manages $4.6 trillion in assets globally and employs nearly 5,900 wealth management advisors overseeing $1 trillion in assets under supervision across various channels including digital platforms and branches throughout the United States.
Investment products are offered through affiliated entities including J.P. Morgan Securities LLC (JPMS), Chase Insurance Agency (CIA), and JPMorgan Chase Bank (JPMCB). Not all products are available in every state.
For additional details about awards methodology: jpmorgan.com/award-disclosures