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1Financial Times Top 100 Women Financial Advisors, November 19, 2014. Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the   Top 100 Women Financial Advisors are required to have a minimum of 10 years' experience and at least $200 million assets under management (AUM). Financial Advisors were graded based on various factors, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither J.P. Morgan nor its Advisors pay a fee to the Financial Times in exchange for the rating.

Awards or rankings are not indicative of future success or results. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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投資產品(可能包括銀行管理賬戶及託管)乃由 摩根大通銀行(JPMorgan Chase Bank, N.A.)及其關聯公司(合稱「JPMCB」 )作為其一部分信託及委託服務而提供。其他投資產品及服務(例如證券經紀及諮詢賬戶)乃由 摩根大通證券(J.P. Morgan Securities LLC)(「JPMS」)提供。摩根大通證券是金融業監管局證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明

 

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