Mark De St. Jean of Raymond James® was named on the 2020, 2021, 2022 & 2023 Forbes Best- in-State Wealth Advisor list.
Check out the Forbes Best-in-State list here
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 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm wights factors like revenue trends, assets under management, competence 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 RJA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit http://www.forbes.com/best-in-state-wealth-advisors for more info.
2022: 34,925 nominations with more than 6500 advisors. This ranking is based upon the period from 06/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with mor thank 5,000 advisors. This ranking is based upon the period from 06/30/19 to 06/30/20 and was released on 02/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.