Wealth Manager 5 Star Award

The Mark and Jason Group named a FIVE STAR Best in Client Satisfaction Wealth Manager

The Five Star Wealth Manager Best in Client Satisfaction survey considers only wealth managers with at least five years of experience in the financial services industry. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints as reported to FINRA. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The rating is not indicative of future performance. The wealth manager may or may not use discretion in their practice and therefore may not manage their clients' assets. Working with a wealth manager who has received this rating is no guarantee as to future investment success. For more information on the Five Star Award and the research/selection methodology, go to: fivestarprofessional.com/wmresearch.