Recognitions

2024 InvestmentNews 40 under 40 Best Wealth Managers & Advisors Rising Stars Award

2024 AdvisorHub's 100 Solo Advisors to Watch

In 2024, Jordan was selected #1 as part of AdvisorHub’s 100 Solo Advisors to Watch list. This nationwide recognition measures scope of practice expertise, growth of practice production, leading professionalism, valued client standards and community service.

The 2024 AdvisorHub’s 100 Solo Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. 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 AdvisorHub.