We are pleased to announce that Jeremy Lambert has been named to the 2019 list of Best-In-State Next-Gen Wealth Advisors published by Forbes.
“Congratulations to Jeremy for earning this prestigious recognition. He is a talented advisor committed to providing clients with personalized wealth management advice and guidance,” said Jerry Lombard, President, Private Client Group. “As a firm, we are dedicated to supporting next-gen advisors through Janney’s boutique and client-focused platform.”
Jeremy serves as Senior Vice President/Wealth Management with Chesapeake Wealth Advisors of Janney Montgomery Scott, which he formed in 2016 along with his partner Michael Porter. He was previously recognized as a Forbes Top Next-Gen Wealth Advisor in 2017 and 2018. Jeremy, who has more than 10 years of financial services industry experience, graduated from the University of Delaware with a Bachelor of Science degree in finance. Outside of the office, he volunteers with the Ronald McDonald House of Delaware, supplying food for, preparing, and serving dinners to families staying in the house.
The Forbes Best-in-State Next-Gen Advisors rankings spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
