Joel Isaacson & Co., LLC

Congratulations to the 28 Focus Financial partner firms that made the 2024 Forbes/SHOOK Research Top RIA Firms. I’m proud of their continuous efforts to work in the best interests of clients and their unrelenting pursuit of service excellence.   Read more about our firms and the rest of the list here: https://lnkd.in/eY675t8A Gratus Capital | Cassaday & Company, Inc.| Edge Capital Group | Joel Isaacson & Co., LLC. | Icon Wealth Partners | Bartlett Wealth Management | Kovitz | Crestwood Advisors | Douglas C. Lane & Associates, LLC | Williams Jones Wealth Management | Lake Street Advisors | Fort Pitt Capital Group | HoyleCohen Wealth Management | GYL Financial Synergies | Bordeaux Wealth Advisors | The Portfolio Strategy Group | XML Financial Group | Merriman Wealth Management, LLC | LVW Advisors | Badgley Phelps Wealth Managers | Fairway Wealth Management LLC | Transform Wealth | Adero Partners | Quadrant Private Wealth | FourThought Private Wealth (FourThought Financial Partners, LLC) | Ullmann Wealth Partners | Seasons of Advice Wealth Management | Summit Financial Wealth Advisors

We are excited to announce that we once again placed on Forbes list of "Top RIA Firms" JICO is #32 out of 250 firms this year. Thank you to Forbes for the recognition and to our staff for all of their hard work serving our clients. Great job team! Disclosures: Data is as of 3/31/2024. No fees were paid in connection with obtaining this award.

Hello October 🍂 Congratulations on another year of excellence #TeamJICO Wishing you all continued success in your careers!! #thankyouteam #workanniversary #cheerstosuccess

Celebrating & recognizing 7 BIG JICOversaries 🌟 Thank you for all your continued hard work & dedication! Morgan (Weadock) Tesoriero, CFP® - 5 Years Ross J. Natoli, CFP®- 5 Years Ilan Folman-Cohen, CFP®- 10 Years Mounia Mokdad, CFP® - 10 Years Hannah Woolley, CFP®- 15 Years Tracy Iovino - 25 Years Lourdes Castro - 25 Years #workanniversaries #thankyou #celebration

Great job, everyone!

Our firm moved up to #77 on Barron's "Top 100 RIA Firms" list for 2024. Excited to be featured on this list for the fourth year in a row! Full list here: https://lnkd.in/epaBQng6 ______________________________________________________________________________ Data for this ranking is as of 6/30/2024 No fees were paid in connection with obtaining or using this award

We wanted to congratulate some of our advisors and the firm for awards won throughout 2024 so far! We could not win these awards without the hard work of our entire staff & the loyalty and trust of our clients. Thank you all! 100 Advisors to Watch – RIA (David Peltz), 2024 – AdvisorHub (data as of 12/31/2023) Best-In-State Wealth Advisors (David Peltz, Hannah Woolley, Joshua Peltz, Zachary McGill- NYC), 2024 – Forbes (data as of 6/30/2023) Top Next-Gen Wealth Advisors Best-In-State (Hannah Woolley, NYC), 2024 – Forbes (data as of 03/31/2024) Top Women Wealth Advisors Best-In-State (Hannah Woolley – NYC), 2024 – Forbes (data as of Data as of 9/30/2023) Top RIAs, 2024 – Financial Advisor (data as of 12/31/2024) Top Firms by AUM, 2024 – Accounting Today (data as of 3/31/24)

Hello September!! Congratulations #TeamJICO on another year of excellence. Wishing you all continued success in your careers!! #thankyouteam #workanniversary #cheerstosuccess

Congratulations #TeamJICO on another year of excellence. Wishing you all continued success in your careers!! #thankyouteam #workanniversary #cheerstosuccess

Congratulations to Hannah Woolley, CFP®on her well-deserved promotion! Your dedication and hard work have truly paid off. Wishing you all the best in this new chapter of your career!! #careersuccess #JICO #womeninleadership #financialplanning