Forbes/SHOOK Best-In-State Wealth Advisors (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20); (01/06/20, data as of 06/30/19); (02/20/19, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Wealth Advisors (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17); (08/03/16, data as of 06/30/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (02/04/22). Data as of 09/30/21. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (03/24/21). Data as of 09/30/20. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (04/21/20). Data as of 09/30/19. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (04/30/19). Data as of 09/30/18. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (05/01/18). Data as of 09/30/17. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (02/28/17). Data as of 09/30/16. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/04/22). Data as of 09/30/21. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (03/24/21). Data as of 09/30/20. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (04/21/20). Data as of 09/30/19. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (04/30/19). Data as of 09/30/18. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (05/01/18). Data as of 09/30/17. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/28/17). Data as of 09/30/16. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here. jpmorgan.com/wealth-management/wealth-partners/securities/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22). Data as of 03/31/22. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (09/21/22). Data as of 03/31/21. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/22/20). Data as of 03/31/20. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (06/25/19). Data as of 03/31/19. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/18). Data as of 03/31/18. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/17). Data as of 03/31/17. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/03/22). Data as of 03/31/22. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (09/21/21). Data as of 03/31/21. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/22/20). Data as of 03/31/20. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (06/25/19). Data as of 03/31/19. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/25/18). Data as of 03/31/18. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/25/17). Data as of 03/31/17. 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 jpmorgan.com/award-disclosures
Forbes/SHOOK America's Top Wealth Management Teams (11/08/22). Data as of 03/31/22. 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 jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/12/21). Data as of 03/31/21. 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 jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (09/21/20). Data as of 03/31/20. 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 jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/02/19). Data as of 03/31/19. 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 jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/08/18). Data as of 03/31/18. 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 jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/03/17). Data as of 03/31/17. 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 jpmorgan.com/award-disclosures
Barron's Top 100 Financial Advisors (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/29, data as of 12/31/19); (04/22/19, data as of 12/31/18); (04/21/18, data as of 12/31/17); (04/15/17, data as of 12/31/16); (04/16/16, data as of 12/31/15). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top Women Financial Advisors (06/17/22, data as of 03/31/22); (06/18/21, data as of 03/31/21); (07/17/20, data as of 03/31/20); (06/07/19, data as of 03/31/19); (06/08/18, data as of 03/31/18); (06/15/17, data as of 03/31/17); (06/04/16, data as of 03/31/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 1,200 U.S. Financial Advisors (03/11/22, data as of 09/30/21); (03/12/21, data as of 09/30/20); (03/13/20, data as of 09/30/19); (03/08/19, data as of 09/30/18); (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16); (03/05/16, data as of 09/30/15). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 100 Private Wealth Management Teams (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/20, data as of 12/31/19); (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 50 Private Wealth Management Teams (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Financial Planning (02/01/22, data as of 09/30/21); (01/26/21, data as of 09/30/20); (02/01/20, data as of 09/30/19); (01/29/19, data as of 09/30/18); (01/22/18, data as of 09/30/17). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
National Association of Plan Advisors (NAPA) Top DC Advisor Teams (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Financial Advisor IQ Leadership Council (11/21/21). Data as of 7/2021. 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
Los Angeles Business Journal Most Influential Wealth Managers (08/05/19). 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
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