Congratulations to our Managing Director and Senior Advisor, Jake Barnes, CFP®, for being named on AdvisorHub‘s 2024 1,000 Advisors to Watch list! Jake is ranked #155 on the Top 200 RIAs to Watch. His commitment and outstanding performance, along with that of our entire team, continue to make us proud.
Check out the Top 200 RIAs to Watch here:
https://www.advisorhub.com/advisors-to-watch-ria-2024/
#AdvisorHub #AdvisorstoWatch #RIAs #200RIAstoWatch
Disclosures:
Jake Barnes received the rating on June 20, 2024, from AdvisorHub. From February 26 through March 28, 2024, AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings are available by clicking this link.
