Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. 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.
The Financial Times ;400 Top Financial Advisers is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.
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
LinkedIn
