Accolades for our team

Chris Jewell is honored to be recognized by the following organizations for his work in the financial services industry:

Forbes Best-in-State Wealth Advisors

Chris was recognized by Forbes as a Best-in-State Wealth Advisor from 2016-2022. 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

The Barron’s Top 1200 State By State Advisors and Top 1000 Financial Advisors

Chris was named as one of Barron’s Top 1,000 Financial Advisors for 2013 and Top 1,200 Financial Advisors for 2014-2015 and for 2017-2022. The Barron’s Top 1,200 State By State Advisors and Top 1,000 Financial Advisor 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.

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  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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