Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22); (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-disclosuresForbes/SHOOK Top Women Wealth Advisors: (02/01/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20); (04/21/20, data as of 09/30/19); (04/30/19, data as of 09/30/18); (05/01/18, data as of 09/30/17); (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-disclosuresForbes/SHOOK Top Wealth Advisors: (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22); (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 to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresForbes/SHOOK Top Women Wealth Advisors Best-In-State: (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresForbes/SHOOK Top Wealth Management Teams Best-In-State (01/09/24) Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresForbes/SHOOK Top Women Wealth Advisors (02/08/24) Data as of 09/30/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron’s Hall of Fame (4/20/20) Data as of 4/20/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron's Top 50 Private Wealth Management Teams (04/22/19) Data as of 12/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron's Top 100 Financial Advisors: (05/10/24, data as of 12/31/23); (04/13/23, data as of 12/31/22); (04/15/22, data as of 12/31/21); (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 to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron's Top 1,200 U.S. Financial Advisors: (03/08/24, data as of 09/30/23); (03/10/23, data as of 09/30/22); (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). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron's Top Women Financial Advisors: (06/16/23, data as of 03/31/23); (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). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresBarron's Top 250 Private Wealth Management Teams (05/10/24) Data as of 12/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresWorking Mother/SHOOK Top Wealth Advisor Moms: (09/21/20, data as of 03/31/20); (10/02/19, data as of 03/31/19); (10/08/18, data as of 03/31/18); (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:
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