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J.P. Morgan Wealth Management financial advisor Jordan Mayer rarely loses clients: His New York-based team, which manages more than $8.2 billion for nearly 200 households, has retained 95% of its clients over the past five years. A big reason why is that Mayer and his team of 11 communicate realistic expectations for investment returns. “We tell people that we will hold up extremely well in down markets,” says the 37-year industry veteran and Barron’s 38-ranked advisor nationwide, “but don’t expect us to outperform in strong, growth-related markets.”
Speaking…
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