PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce Janney Financial Advisors Christopher Borden, Jeremy Lambert, Logan Reed and George Zaki have been recognized as Top 40 Regional Advisors Under 40 by Financial Planning. In addition, Jeremy was recognized as an overall Top 40 Advisor Under 40.
“Congratulations to Chris, Jeremy, Logan, and George on receiving these prestigious recognitions and for their dedication to providing a comprehensive wealth management experience for their clients,” said Kevin Reed, President of Janney’s Private Client Group. “They represent the future of our industry, and we are proud to have them at Janney.”
The Janney Financial Advisors recognized include:
- Christopher Borden, Executive Vice President/Wealth Management, Financial Advisor, Stedmark Partners. Top 40 Regional Advisor Under 40.
- Jeremy Lambert, Executive Vice President/Wealth Management, Chesapeake Wealth Advisors. Top 40 Advisors Under 40 and Top 40 Regional Advisor Under 40.
- Logan Reed, Executive Vice President/Financial Advisor, Shoreline Investment Partners. Top 40 Regional Advisor Under 40.
- George Zaki, Executive Vice President/Wealth Management, Financial Advisor, Guggenheimer Zaki Wealth Advisors. Top 40 Regional Advisor Under 40.
View the full list of Financial Planning’s Top 40 Advisors Under 40 here, and the full list of Financial Planning’s Top 40 Regional Advisors Under 40 here.
Nominees for the rankings were 39 or younger as of Dec. 31, 2022, and were registered with a wealth management firm in the employee channel. FP uses production totals that are verified by each broker’s employer to determine the rankings. Trailing 12-month production and AUM are as of Sept. 31, 2022.