Press Release
Financial Planning honored two J.P. Morgan Wealth Management advisors on its 2026 Top 40 Brokers Under 40 ranking. Both were named to the list for a second consecutive year.
The following advisors were recognized for their outstanding efforts as part of the top 40 financial advisors in the U.S. under 40 years old:
“At J.P. Morgan Wealth Management, we are proud to continue cultivating the next generation of industry leaders,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “This recognition reflects the exceptional caliber of our teams and strength of our culture.”
J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients have access to a wide array of products and in-house specialists, award-winning research and a diverse range of investment strategies. J.P. Morgan also offers a suite of Family Wealth Services to help clients navigate the unique opportunities and challenges of family wealth, including family engagement and governance, philanthropy, family office and exclusive access to lifestyle services such as bill pay, private aviation, cybersecurity and more. The firm’s robust offerings empower advisors to help clients navigate the markets and plan for their family’s goals and legacy.
J.P. Morgan has earned the Top Global Research Firm spot from Extel (formerly Institutional Investor) for six consecutive years.
To see the full ranking and information on criteria, visit: https://www.financial-planning.com/list/financial-plannings-top-40-under-40-in-2026-top-brokers
Financial Planning 40 Under 40 (2/10/26, data as of 9/30/25); (02/18/25, data as of 09/30/24). 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
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 $4.4 trillion and operations worldwide. J.P. Morgan Wealth Management has ~6,000 advisors and $1.2 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 more than 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.
© 2026 JPMorgan Chase & Co.
Jami Tanner
jami.tanner@jpmorgan.com