B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Jennifer Ellison, CFA, was placed #5 in the Northern California region on Forbes’ 2021 Best-In-State Wealth Advisors list.
This year’s Best-In-State Wealth Advisors list spotlights more than 5,000 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 advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management
Read more about the methodology.