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Forbes Lists
Focus Area / Customer Base
Goals Based Financial Planning including Investment, Retirement, Estate, Wealth Transfer & Educational Savings Planning
Diana Menaker's Awards
2024
#1 Ranked JPMorgan Private Client Advisor on the East Coast 2009-Present
2024
JPMorgan Select Advisor Council Member - Co-Chair
This profile is for informational purposes only, and subject to change without notice. Any views and strategies described may not be suitable for all investors, and should not be regarded as an offer, solicitation, recommendation, advice for products or services. Awards, rankings and other information presented is not a guarantee of future success or results. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient. To learn about selection criteria, contact the issuing third-party, non-affiliated organization(s).
J.P. Morgan Securities is a brand name for a wealth management business at JPMorgan Chase & Co ("JPMC") that offers brokerage and advisory products and services through J.P. Morgan Securities LLC, member of FINRA and SIPC. Bank products and services, including certain discretionary investment management products and services, are offered by JPMorgan Chase Bank, N.A. These J.P. Morgan entities are affiliated companies under the common control of JPMC.
INVESTMENT PRODUCTS: NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
J.P. Morgan Securities is a brand name for a wealth management business at JPMorgan Chase & Co ("JPMC") that offers brokerage and advisory products and services through J.P. Morgan Securities LLC, member of FINRA and SIPC. Bank products and services, including certain discretionary investment management products and services, are offered by JPMorgan Chase Bank, N.A. These J.P. Morgan entities are affiliated companies under the common control of JPMC.
INVESTMENT PRODUCTS: NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE