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"This honor represents our strong culture of teamwork here at J.P Data as of 3/31/24 Source: Forbes.com (January, 2025)
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2024 Best In State Wealth Management Teams Geneva Elisabeth . February 2025 Forbes | SHOOK Top Women Wealth Advisors Best-In-State The 2025 Forbes ranking of America's Best-In-State Wealth Management Teams, 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
Forbes Best In State Wealth Management Teams 2025r 2025 Deborah E. Harper . "Our advisor teams are dedicated to collaborating towards one common goal: providing outstanding client service each and. Data as of 3/31/24 Source: Forbes.com (January, 2025)