JTAM Named to CNBC’S Top 100 Financial Advisors List

We’re pleased to announce that we have been named to CNBC’s 2021 Top 100 Financial Advisors list.

From an initial list of more than 38,000 firms considered, we were ranked 79th of the Top 100 firms across the US. “We are honored to be included in CNBC’s Top 100,” said Thomas Bedsole, President of JTAM. “Our purpose every day is help clients reach their financial and retirement goals. Recognition like this serves to increase the confidence of those clients in JTAM and our team.”

The methodology for the 2021 edition of CNBC’s annual FA 100 ranking of registered investment advisors (RIAs) was prepared in partnership with data provider AccuPoint Solutions. A variety of core data points from AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management.