Mote Zawalunow
Awards and industry recognition
Forbes
Top Wealth Advisors Best-In-State
2026, 2025, 2024, 2023
Forbes
Top Wealth Management Teams Best-In-State
2026, 2025
Forbes
Top Next-Gen Wealth Advisors Best-In-State
2023
Financial Planning
40 Brokers Under 40
2024
About
Mote
Meet our team
- CONNECT WITH MoteMote ZawalunowManaging DirectorPrivate Client Advisor
- Grace KaleyPrivate Client Investment Associate
- Adam NaanaaPrivate Client Investment Associate
- Pedro ZapataSenior Private Client Investment Associate
- Ely GluzmanPrivate Client Investment Associate
Specialist resources
- View profileRichard ScarpelliManaging Director East Coast Lead Wealth Planning and Advice
Market insights
Discover how our industry strategists analyze the trends shaping today's market. Partner with a J.P. Morgan Private Client Advisor for deeper insights and informed decision-making.
Explore market insightsDisclosures
Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Wealth Management Teams Best-In-State: (01/07/26, data as of 03/31/25); (01/09/25, data as of 3/31/24). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/08/23) Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures