The annual list recognizes the efforts of the industry’s elite young talent.
PHILADELPHIA – Janney Montgomery Scott, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that Financial Advisors Chris Borden and Jeremy Lambert have been named 2022 Top 40 Regional Advisors Under 40 by Financial Planning.
Chris is an Executive Vice President/Wealth Management at Stedmark Partners in Philadelphia. Chris serves on Janney’s FA Council as chair of the financial planning committee. He was also named a Top Next-Gen Wealth Advisor by Forbes in 2020 and 2021. Chris graduated from Temple University with a Bachelor of Arts degree in business administration. He continues to support his alma mater as an adjunct professor teaching a personal finance course, treasurer of the University Alumni Association, and member of the Temple University Owl Club. Chris is also involved in a variety of community organizations, including serving on the Board of Directors for Elwyn, a nonprofit human services organization that supports adults and children with Autism, intellectual and developmental disabilities, and related behavioral health challenges.
Jeremy is an Executive Vice President/Wealth Management at Chesapeake Wealth Advisors in Greenville, Delaware. Jeremy was previously named a Top 40 Regional BD Advisor Under 40 in 2020 by OnWallStreet, and a Top 40 Regional BD Advisor Under 40 in 2021 by Financial Planning. He has been recognized by Forbes as Best-In-State Wealth Advisor in 2021, and a Top Next-Gen Wealth Advisor in 2017, 2018, 2019, and 2021. He graduated from the University of Delaware with a Bachelor of Science degree in finance.
Nominees for the rankings were 39 or younger as of December 31, 2021 and were registered with a wealth management firm in the employee channel. Financial Planning uses production totals that are verified by each broker’s employer to determine the rankings. Trailing 12-month production and AUM are as of September 31, 2021.
View the full list of Financial Planning’s Top 40 Regional Advisors Under 40.