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JEFFREY HENDEL OF HENDEL WEALTH MANAGEMENT GROUP RECOGNIZED ON ADVISORHUB’s 1000 ADVISORS TO WATCH

06.27.24 // Announcement // Blog Article //

Jeffrey Hendel, President & CEO, Hendel Wealth Management Group & Senior Financial Advisor, RJFS, located at 95 Smithtown Blvd in Smithtown, NY, was among AdvisorHub’s 1000 Advisors to Watch 2024. Hendel was recognized on the AdvisorHub’s list of Advisors to Watch 250 Under $1B.

The list of 1,000 advisors, created by AdvisorHub, noted Advisors with sophisticated practices, great growth, and a commitment to professionalism. These advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.

2024 AdvisorHub’s 1000 Advisors to Watch nominees were nominated from 339 firms across the country and were required to have a minimum of seven years of experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the size and makeup of their practice; year-over-year growth; and professionalism.

Hendel, who joined Raymond James in 2019, has more than 26 years of experience in the financial industry. Hendel Wealth Management Group offers services in the areas of Investments, Retirement Planning Strategies, Retirement Income Strategies, Insurance, Saving for Education, Wealth Preservation Strategies, Retirement Plan Distribution, Estate Planning Strategies, Business Retirement Plans, and Tax Planning Strategies.

To reach Hendel Wealth Management Group, visit www.hendelwmg.com or call 631.239.3000.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Hendel Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

2024 AdvisorHub 250 Advisors to Watch under $1b, is based on the period from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 250 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QEa8i2.

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About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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