We’re proud to share that Jason has been named to Forbes’ 2026 list of Best-in-state Wealth Advisors. This marks his sixth consecutive year on this distinguished list—a testament to his dedication and the trust our clients place in him. The rankings, released online on April 7, 2026, recognize top advisors from national, regional, and independent firms.
This recognition wouldn’t be possible without the confidence of our clients and the hard work of our team. Your trust motivates everything we do, and we’re grateful for the opportunity to serve you every day.
The Forbes Best-in-State Wealth Advisors 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance 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 52,043 nominations, roughly 11,302 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 RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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