Friday, February 16, 2018
The Forbes Wealth Advisor Ranking is Now Online
We are ranked by Forbes as one of the top advisors in Florida.
Here’s the link: https://goo.gl/GcNBL6
Congratulations to the entire Jackson Wealth Management, LLC team for this high honor and recognition for all the hard work that you do.
Forbes Best-In-State Wealth Advisors Methodology
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.