Forbes 2022 Best-In-State Wealth Advisors
Executive Vice President/Wealth Management, Financial Advisor, Jared Bloxsom, has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Jared Bloxsom for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Jared Bloxsom represents the best of our industry,” said Jerry Lombard, President, Private Client Group.The Forbes Best-in-State Wealth Advisors rankings 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.
Forbes 2023 Best-In-State Wealth Management Team
Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List
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