2024 Forbes America's Next Gen Best In State & Top Wealth Advisors
Forbes recognizes 200 of our financial advisors
Congratulations to the following (200) Edward Jones financial advisors, all younger than 40, whom Forbes has recognized as the next generation of financial advisors excelling in the industry.
2024 Forbes America's Top Next-Gen Wealth Advisors
Two of our financial advisors ranked among the top 100 nationwide. Dakota Holtgrieve ranked No. 90 overall and No. 1 in Kansas, and Cy Kolod ranked No. 62 overall and No. 1 in Maine.
2024 Forbes Top Wealth Advisors Best-in-State
In addition to Dakota Holtgrieve and Cy Kolod, 198 Edward Jones financial advisors ranked among the best in their respective states.
Important information:
2024 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State, published August 2024, research by SHOOK Research LLC, data as of March 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.