Forbes/SHOOK America's Top Wealth Management Teams: (11/12/25) Data as of 03/31/25; (11/13/24, data as of 03/31/24); (11/07/23, data as of 03/31/23); (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-disclosuresForbes/SHOOK Top Wealth Advisors: (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); (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). 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: (01/09/25, data as of 3/31/24); (01/09/24, data as of 3/31/23); (1/12/23, data as of 3/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresForbes/SHOOK Top Wealth Advisors Best-In-State: (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); (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); (02/15/18, data as of 06/30/17). Ratings may not guarantee future success or results. Fee paid for advertisement materials after rating announced. Methodology here:
jpmorgan.com/award-disclosuresForbes/SHOOK Top Next-Gen Wealth Advisors (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-disclosuresForbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State: (08/08/24, data as of 03/31/24); (08/08/23, data as of 03/31/23); (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-disclosuresBarron's Top 250 Private Wealth Management Teams: (05/09/25, data as of 12/31/24); (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-disclosuresBarron's Top 1,200 U.S. Financial Advisors: (03/07/25, data as of 09/30/25); (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:
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