Forbes Best-in-State NEXT-GEN Wealth Advisors
“I’m proud to congratulate John R. Cortapasso Jr., CFP®, CRPS™, AWMA®, CLTC® on this well-deserved recognition. His commitment to building trusted relationships and delivering thoughtful, personalized guidance continues to make a meaningful difference in the lives of his clients,” said Kevin Reed, President of the firm’s Private Client Group. “At Janney, we’re honored to support John and to have him representing the very best of our advisor community.”
Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Source: Forbes.com (August, 2025). For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
ABOUT JOHN R. CORTAPASSO JR., CFP®, CRPS™, AWMA®, CLTC®
John began his career with Janney in 2017. He graduated from Queens College in 2013 with a Bachelor of Arts in Economics and followed in his father’s footsteps by obtaining his Certified Financial Planner certification (CFP®). In addition to his CFP®, John holds his Chartered Retirement Plans Specialist™ (CRPS™) certification, Accredited Wealth Management Advisor™ certification (AWMA®), and Certification for Long-Term Care (CLTC®). John’s entrepreneurial spirit is highlighted daily through the work ethic and customer service experience he obtained from owning his own restaurant prior to joining the financial services industry. He applies these attributes to ensure that he provides his clients the quality of care they deserve.
John and his wife, Dana, were married in 2015 and are the proud parents of Gabriella, Francesca, and Julianna. When he has free time, you can find John on the golf course, rooting for the Jets, Mets, and Rangers, or whipping up a culinary masterpiece, but nothing excites him more than spending quality time with his family.
