Forbes' Best-in-State Wealth Advisors

Congratulations Jake Allen

for being named to Forbes’ 2025 Best-in-State Wealth Advisors List.

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

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