We’re proud to announce that JTAM has again made the CNBC Top 100 Financial Advisors list. We moved up 13 spots to #75 in the 2023 rankings. The CNBC list is based on a variety of core data points from data provider AccuPoint Solutions’ database. Registered Investment Advisors (RIAs) were analyzed based on the firm’s compliance record and years in business to total accounts and assets under management. Link to article: https://www.cnbc.com/2023/09/12/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2023.html
Click here to view disclosures regarding selection criteria.