Annual list recognizes efforts of the industry’s elite young talent.

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 Brokers Under 40 by Financial Planning. In addition, Jeremy was recognized as an overall Top 40 Broker Under 40.

“Congratulations to Chris, Jeremy, Logan and George for being recognized among the top next generation advisors. Their dedication to professional and personal growth reflects their commitment to delivering a comprehensive wealth management experience to their clients. We’re proud of their accomplishments and efforts to move our industry forward,” said Kevin Reed, President of the firm’s Private Client Group.

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, Senior 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 Brokers Under 40, and the full list of Financial Planning’s Top 40 Regional Brokers Under 40.  

Nominees for the rankings were 39 or younger as of Dec. 31, 2023, 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, 2023. 

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

;