PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce five Financial Advisors have been named 2022 Top Next-Gen Wealth Advisors Best-In-State by Forbes.
The Financial Advisors recognized include:
“Congratulations to the five Janney Financial Advisors who have established themselves as the best of the best among the next generation of advisors,” said Jerry Lombard, President, Private Client Group." These advisors deliver exceptional client service and exemplify our commitment to offer the highest standard of success in financial relationships.”
The Forbes 2022 Next-Gen Wealth Advisors Best-In-State list, developed by SHOOK Research, LLC, SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
View the full list of Forbes’ Top Next-Gen Wealth Advisors Best-In-State.