![]() Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Rankings based on data as of March 31, 2019. *Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Past performance is not an indication of future results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Advisors have: built their own practices and lead their teams joined teams and are viewed as future leadership or a combination of both. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Forbes “Top Next Generation Wealth Advisors” ranking. Rankings based on data as of March 31 of current year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Rankings based on data as of June 30 of prior year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. He lives in Palos Verdes Estates, California with his wife and three boys. Outside of the office Jonathan's passions include golfing, surfing, and most importantly - spending time with his family. Rankings based on data as of June 30 of prior year). Rankings based on data as of March 31, 2019), and in 2021 and in 2023, he was named one of "Best-in-State Wealth Advisors" (Published annually Jan – April. In 2019, he was named one of "Next Gen Best In-State Wealth Advisors" (Published on September 4, 2019. ![]() Rankings based on data as of March 31 of current year). Jonathan has been mentioned on multiple Forbes lists throughout the years: In 20, Jonathan was named one of “America’s Top Next-Generation Wealth Advisors" (Published annually July – Sept. He holds a Bachelor of Science Degree from the University of Southern California and a CPWA® designation through the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Yale School of Management. With the resources of Merrill and the banking convenience of Bank of America, he integrates strategies across a variety of client needs: investment management, alternative investments, trust and estate planning services, custom lending, as well as philanthropic services. His approach to wealth management is firmly grounded in his client’s goals and priorities. Jonathan Sheffield has served as a financial advisor to wealthy families and sophisticated investors since 2004. ![]()
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