08/06/2025
I am honored to have made the list and congratulations to my colleagues!
Congratulations to the 300 Edward Jones financial advisors recognized by Forbes as leaders in their field among the next generation of professionals, those younger than 40. These rising stars are already leading the way for the future of our industry.
Two of our financial advisors, Dakota Holtgrieve of Pratt, KS, and Cy Kolod of Eliot, ME, are among America's Top Next-Gen Wealth Advisors, a national ranking of only 100 financial advisors. They and 298 additional Edward Jones financial advisors were named to the Forbes Top Next-Gen Wealth Advisors Best-in-State rankings in their respective states. Among the selection criteria were assets under care, compliance records and best practices for serving clients.
Please join us in congratulating these leaders, their client support teams and the relationship-driven approach they take to making a difference for clients, colleagues and their communities.
https://ow.ly/TMIF50WAJ30
2025 Forbes America's Top Next-Gen Wealth Advisors and Forbes Top Next-Gen Wealth Advisors Best-in-State, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.