B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Jennifer Ellison, CFA, was placed #19 in the Northern California region on Forbes’ 2020 Best-In-State Wealth Advisors list.

This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states and markets.

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.