Designations & Accolades
Wells Fargo Advisors Platinum Council Advisor
Jeff has been a Platinum Council Advisor from 1997 through 2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
BARRON'S Top 1,000 Financial Advisors Award - 2009, 2010, 2011, 2012, 2013, 2014
Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2014. The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
BARRON'S Top 1,200 State by State Advisors - 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
In 2015 Barron's changed their rankings and Jeff was recognized by Barron's as one of the Top 1,200 State by State Advisors in the United States in 2015-2023. The Barron’s Top 1,200 State by State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Best-In-State Wealth Advisors
Jeff Blumenthal was selected among Forbes Best-In-State Wealth advisors in Oklahoma for 2021, 2022 and 2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors Premier Client Associate
Our entire team is dedicated to delivering client service excellence. In particular Lyn James has been named a Wells Fargo Advisors Premier Client Associate in 2013, 2014, 2015, 2016, 2017 and 2018. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.