J.P. Morgan Wealth Management breaks record with 40 advisors on Forbes’ top next-gen list

A record 40 J.P. Morgan Wealth Management advisors were recognized by Forbes on the 2025 Top Next-Gen Wealth Advisors Best-in-State ranking, which spotlights the top financial advisors under the age of 40.

Twenty-three of these advisors made the list for at least a second year in a row, and two of them were also named America’s Top Next-Gen Wealth Advisors for ranking in the top 100 across the country.

“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.”

Forbes recognized the following advisors:

America’s Top Next-Gen Wealth Advisors

• Trung Lam (Santa Clara, CA) provides wealth planning, portfolio management and portfolio lending services to high-net-worth individuals, families, business owners and corporate executives. His focus is on creating a holistic wealth plan for clients before turning his attention to advise on investing and lending strategies. Trung earned a B.A. in Economics from the University of Southern California.
• Tyler Seelow (Louisville, KY) works closely with individuals, families, business owners and corporate executives. He focuses on delivering portfolio management, legacy planning and wealth-building strategies. He takes a proactive approach to managing clients’ funds, consistently evaluating portfolios while simultaneously making adjustments over time. Tyler graduated with a B.A. from the University of Louisville.

Top Next-Gen Wealth Advisors Best-in-State

• Michael Azayev – Brooklyn, NY
• Ananth Balasubramanian – Morristown, NJ
• Manuel A. Bernárdez – Miami, FL
• Nicole Borger – Washington, D.C.
• Keith Caparelli – New York, NY
• Gregory Carafello – New York, NY
• Nick Centis – San Francisco, CA
• Daniel Chang – Los Angeles, CA
• Joseph Donnelly – Miami, FL
• Sean Donnelly – Morristown, NJ
• Andrew Feit – Chicago, IL
• Hannah Forney – Portland, OR
• Tyler Gilmore – Newport Beach, CA
• Joel Grachan – Chicago, IL
• Mark Grande – Boston, MA
• Emad Hasan – Houston, TX
• Dominique Jordan – Los Angeles, CA
• Dennis Kalinin – Huntington Beach, CA
• Michael Kantor – Boca Raton, FL
• Kyle Kazmer – Los Angeles, CA
• Eric Kofahl – Chicago, IL
• Neil Koricanac – Palm Beach Gardens, FL
• Ryan Leaverton – Portland, OR
• Christopher Lee – New York, NY
• Jennifer Mayer – New York, NY
• Brett Meers – Lexington, KY
• John Mizrahi – New York, NY
• Kevin O'Connell – Boston, MA
• Christian Parfit – Miami, FL
• Christopher Pareres – Paramus, NJ
• Max Pearl – Dallas, TX
• Jay Peitsch II – Plymouth, MI
• Jacob Pottschmidt – Chicago, IL
• Michael Ranieri – Fishkill, NY
• Matthew Smith – The Woodlands, TX
• Jacob Webb – Palm Beach Gardens, FL
• Peter Welch – San Francisco, CA
• Ben Wempe – Austin, TX

J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients benefit from access to product and family governance specialists, award-winning research and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.

J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years. 

The Forbes rankings were compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

To see the list of Forbes’ America’s Top Next-Gen Wealth Advisors and information on criteria, visit: https://www.forbes.com/top-next-gen-advisors/

To see the full list of Forbes’ Top Next-Gen Wealth Advisors Best-in-State and information on criteria, visit: https://www.forbes.com/best-in-state-next-gen-wealth-advisors/

Forbes/SHOOK Top Next-Gen Wealth Advisors (08/06/25, data as of 03/31/25); (08/08/24 data as of 03/31/24). 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

Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/06/25, data as of 03/31/25); (08/08/24 data as of 03/31/24). 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

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.6 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,900 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our nearly 5,000 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn. 

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 

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