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Congratulations to Jordan Jobe for being named to the following lists:

2023 and 2024 ASU Sun Devil 100

2024 AdvisorHub Advisors to Watch

2023 and 2024 Forbes Top Wealth Advisors Best-In-State

2023 Forbes Top Next-Gen Wealth Advisors Best-In-State

Forbes’ lists:

• Top Best-in-State Wealth Advisors (2024)
  
• #67 Best-In-State Wealth Management Teams (2024)
  

ASU Sun Devil 100 (2024)
Candidate companies owned or led by ASU alumni must operate in a manner consistent with the ASU Charter in the areas of inclusion, impact on public good, and responsibility to the community. Companies must be owned or led by ASU alumni and have generated verifiable revenues of $250,000 or more in each of the past three years. Out of 213 total nominations, 171 won the award. This ranking is based upon the period from 2020 to 2022, and was released on 4/26/2024. This ranking is not based on the services/advice offered by our financial advisors. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Arizona State University Alumni Association.

AdvisorHub Advisors to Watch #46 (2024)
2024 AdvisorHub 100 Solo Practice Advisors to Watch, 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 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.
More: https://bit.ly/3UUSgSJ

Forbes Best-in-State Wealth Advisors (2024)
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, 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. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Forbes Best-in-State Wealth Management Teams #67 (2024)
The 2024 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and inperson due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an 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. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info.

ASU Sun Devil 100 (2023)
Candidate companies owned or led by ASU alumni must operate in a manner consistent with the ASU Charter in the areas of inclusion, impact on public good, and responsibility to the community. Companies must have also generated verifiable revenues of $250,000 or more in each of the past three years. Out of 1,200 total nominations, 100 won the award. This ranking is based upon the period from 2019 to 2021, and was released on 4/26/2023. This ranking is not based on the services/advice offered by our financial advisors. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Arizona State University Alumni Association.

Forbes Best-in-State Wealth Advisors #73 (2023)
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Forbes Best-in-State Top Next-Gen Wealth Advisors #10 (2023)
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors' location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=4bb1a1c15fc3

Forbes Best-in-State Wealth Management Teams #46 (2023)
The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an 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. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.