Mote Zawalunow

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#75

Forbes Best-In-State Wealth Advisors (2024)

New York - NYC (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

#19

Top Next-Gen Wealth Advisors Best-in-State (2023)

New York - NYC

Data provided by SHOOK® Research, LLC. Data as of 3/31/23 Source: Forbes.com (August, 2023). SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor.

About Mote Zawalunow

As a Private Client Advisor at J.P. Morgan Wealth Management, Mote represents the firm’s focus on understanding clients’ finances and offering a range of services to support them as their financial needs evolve over time. This highly individualized approach is designed to fit clients’ goals today and help them meet their objectives into the future.

The description above is provided by Mote.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states

INVESTMENT AND INSURANCE PRODUCTS:
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE