Edward Jones congratulates our financial advisors named to the Forbes Top 250 Wealth Advisors ranking
Despite the unique challenges of the past year, these financial advisors and their branch teams delivered personalized service and worked to make a meaningful difference in the lives of their clients, colleagues and communities.
Forbes America’s Top Wealth Advisors Data provided by SHOOK® Research, LLC. Data as of 3/31/21. Source: Forbes.com (August 2021). America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.