B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Jennifer Ellison, CFA, was placed #24 by Forbes in the Northern California region on their 2019 Best-In-State Wealth Advisors list.

This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.

INSIDE THE RANKINGS
Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including:

    Revenue produced
    Compliance records
    Industry experience
    In-person interviews
  • Assets under management

 

Read more about the methodology.