Content area

Abstract

(Marketwired - June 14, 2016) - B|O|S, a leading Bay Area independent wealth management firm, today announced that Barron's has recognized the firm's Principal, Jennifer Ellison, CFA, as 64th in their 2016 list of America's Top 100 Women Financial Advisors. This is the third consecutive year Jennifer Ellison has been featured in Barron's annual Top 100 Women Financial Advisors ranking.

This year also marks the 11th edition of Barron's annual ranking of top 100 Women Financial Advisors. The editors at Barron's focus on total assets under advisement and revenue generated by the advisor's team, as well as an assessment of the overall quality of the practice. Investment performance is not an explicit criterion because clients' investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns.

Details

Title
Barron's Names Jennifer Ellison of B|O|S as a "Top 100 Women Financial Advisor" for the Third Consecutive Year
Publication year
2016
Publication date
Jun 14, 2016
Publisher
Intrado Digital Media Canada Inc.
Source type
Trade Journal
Language of publication
English
ProQuest document ID
1796265891
Copyright
Copyright Marketwired L.P. Jun 14, 2016