morgan stanley employee holiday schedule 2021

Publikováno 19.2.2023

This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2015) awarded in 2015. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/17 - 3/31/18. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Coalition Greenwich is a division of CRISIL. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Source: napa-net.org (November 2019) awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: planadviser.com (May 2016) awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. Bank Holiday Tuesday, 26 December - New Year's Day 2023/2024 Monday, 1 January (2024) - *Additionally, there will be an early close on the following days: Monday, 2 January, Monday, 8 May, Monday, 29 May, Monday, 28 August, Friday, 22 December and Friday, 29 December. PLANADVISER Top 100 Retirement Plan Advisers 2019. The rating is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2022) awarded in 2022. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. | This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. In the event you need to pick up or drop off a check, or other essential documents, please notify your Advisor in advance so we are able to accommodate you. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. On Wall Streets Top 75 Branch Managers 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Sally Loses a Limb Wave Yarn in the Air, SEASON of CHRISTMAS 2020-2021 Sunday Cycle B; Weekdays Year I 24 December 2020 10 January 2021, An 1880S California Christmas on 4 January 1855, Five Years After, Christmas Is a Most C Herished Tradition So the Days Before Celebrated by Most People in the United Christmas Are Some of the Busiest Times of the Year at Air- States, Christmas: Celebrating Jesus, God's Greatest Gift, Christmas Tree Can Grow Large Very Quickly, Federal Holidays: Evolution and Current Practices, Christmas and New Year's Federal Holiday Processing and Customer Service Hours Attachment to December 2020 Electronic Announce, History of the Christmas Advent Calendar from the Point of View of the Christian Faith, Advent Starts 4 Sundays Before Christmas, 2017 RCSC Christmas/New Year's Holiday Schedule, Christmas and the Clash of Civilizations by Donald Heinz, Christmas Day We Praise You, Jesus, at Your Birth (Lutheran Service Book #382) for Christian People There Is a Special, City of Portsmouth's Schedule for Christmas and New Year's Holidays, Christmas Eve There Is Something Magnetic About the Manger. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2016 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2018 Barron's Top 50 Institutional Consultants. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2022. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Available to US-based employees Change location. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2017. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: napa-net.org (November 2020) awarded in 2020. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: PLANADVISER.com, January/February 2019. For more information on the award, go to http://www.aspa.org. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. This award was issued in 2012 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Revenue: $10+ billion (USD) Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. recently given juneteenth as a holiday, Holidays are all paid, and I believe you can get additional days off if you worked on a holiday, We get general holidays but do not get all This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2017 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 Barron's Top 100 Private Wealth Management Teams. MSU employees will begin the winter recess at theclose of businessonWednesday, December 20, 2023,and will return to work onTuesday, January 2, 2024. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 2021 Barron's Top 100 Private Wealth Management Teams. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. For more information, see www.SHOOKresearch.com. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. 2015 Financial Times 401 Top Retirement Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. 2014 Barron's Top 100 Women Financial Advisors. 2018 Forbes America's Top Women Wealth Advisors. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2022 Forbes Best-In- State Wealth Advisors. Attn: Morgan Stanley Institutional Liquidity Funds Ref: Portfolio Name, Account Number, Account Name * For international investments into the U.S. funds, BIC Code: SBOSU33XXX must be referenced, as well as the information listed above. 2017 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The rating is not indicative of the advisor's future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2020) awarded in 2020. Reuters accepts nominations from Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Source: planadviser.com (May 2018) awarded in 2018. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2021) awarded in 2021. She reflects on her upbringing-and the future. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Operating & Holiday Schedule | FINRA.org Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. Investment performance is not a criterion. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Source: napa-net.org (October 2016) awarded in 2016. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley reported 75K in Employees for its fiscal year of 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Copyright 20082023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Current Vice President in Boston, MA, Massachusetts, Current Software Developer in Boston, MA, Massachusetts, Current Risk Analyst in Baltimore, MD, Maryland. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: napa-net.org (November 2014) awarded in 2014. This award was issued in 2022 and based on the evaluation process below. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. We Are Morgan Stanley | We Are Southern New Jersey | Dedicated to giving back to the communities where we live and work. 37 Ratings. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2019 Barron's Top 50 Private Wealth Advisory Teams. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2019 Forbes Best-In- State Wealth Advisors. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. J.P. Morgan Global Liuidity 202( Holiday Calendar F ITITTIH PFI IT T F TI DITITI l = Closed for trading . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors.

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