Jeremy Lambert Named to Forbes Top 40 Advisors Under 40

FINANCIAL PLANNING'S TOP 40 ADVISORS UNDER 40 AWARD

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

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. Financial Planning does not receive compensation in exchange for placement on the ranking.

ABOUT JEREMY A. LAMBERT, AIF®

Jeremy was awarded Forbes Top Next Gen Wealth Advisor and Forbes Best-in-State Wealth Advisor (Delaware) for 2023. In addition, Jeremy was named as Top 40 Brokers under 40 by Financial Planning magazine in their 2023 national rankings. Along with Michael, Jeremy was awarded Financial Advisor of the Year by Janney in 2021.

Jeremy’s extensive knowledge in financial planning—retirement, estate, education and asset allocation— ensures that our group is able to offer comprehensive financial planning services to every one of our clients. In order to coordinate and implement strategies, Jeremy works comprehensively with clients' attorneys and CPAs. He graduated from the University of Delaware with a Bachelor of Science degree in Finance. Jeremy enjoys running, boating and spending time with his wife, Danielle, their daughter, Brynn, and sons Carter and Dylan.

Learn more about Jeremy’s success with his team Chesapeake Wealth Advisors!