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Congratulations to our 2020 Forbes Best-In State Wealth Advisors

First Name	Last Name	City	State
Drew	Corradini	San Francisco	CA
Tracey	Gluck	Los Angeles	CA
Elaine	Meyers	San Francisco	CA
Ronald	Munman	Los Angeles	CA
Gregory	Onken	San Francisco	CA
Ryan	Stewart	Los Angeles	CA
Sergio	Akselrad	Miami	FL
Louise	Armour	Palm Beach Gardens	FL
Robert	Burns	Palm Beach Gardens	FL
Damion	Carufe	Palm Beach Gardens	FL
Richard	Comeau	Miami	FL
David	Li	Palm Beach Gardens	FL
Jeremy	Schneider	Palm Beach Gardens	FL
Kurt	Sylvia	Palm Beach Gardens	FL
Andrew	Firstman	Atlanta	GA
Brian	Jenkins	Atlanta	GA
Christian	Habitz	Chicago	IL
Daniel	Resnick	Chicago	IL
Frank	Botta	Boston	MA
Patrick	Corbett	Boston	MA
Jamie	Fagan	Boston	MA
Robert	Mason	Boston	MA
James	Minchello	Boston	MA
Peter	Noonan	Boston	MA
Neil	Canell	New York	NY
Jay	Canell	New York	NY
John	Delehanty	New York	NY
Mark	Glasser	New York	NY
Mark-Naftoli	Horowitz	New York	NY
Marcus	Kline	New York	NY
Jordan	Mayer	New York	NY
Colleen	O'Callaghan	New York	NY
Todd	Richman	New York	NY
Clark	Schubach	New York	NY
Scott	Seltzer	New York	NY
David	Starker	New York	NY
Mike	Taggart	New York	NY
Robert	Waldbauer	New York	NY
Elizabeth	Weikes	New York	NY
Ryan	Winger	White Plains	NY
Scott	Zemachson	New York	NY
Michael	Hershey	Bellevue	WA

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

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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 advisor, member FINRA and SIPC. Annuities 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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