Congratulations to Justin Cole for earning the Private Wealth Advisor (PWA) designation from Raymond James! ????This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. #PrivateWealthAdvisor #WealthManagement
NextGen Advisors
金融服务
Scottsdale，Arizona 216 位关注者
Forbes Best-in-State Wealth Management Teams 2024
关于我们
NextGen Advisors is a five-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement. We seek to partner with individuals and families compatible with our investment style and philosophy. NextGen clients appreciate our consistent communication style and comprehensive approach to their investments. Clients also benefit from our expertise in estate planning, tax planning and savings, risk management, income planning & more. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: https://raymondjames.com/smicd.htm NextGen Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 2024 Forbes America's Top Wealth Management Teams Best-in-State, developed by Shook Research, is based on the period from 3/31/2022 to 3/31/2023 and was released on 1/9/2024. Approximately 10,100 team nominations were received and 4,100 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
- 网站
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https://www.raymondjames.com/thenextgenadvisors
NextGen Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Scottsdale，Arizona
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Retirement Planning、Wealth Management、Risk Management、Life Transitions、Employer Retirement Plans、College Savings、Business Owners、Corporate Executives、Non-Profits、Women's Investors、Families和Individuals
地点
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主要
获取路线
NextGen Advisors LLC
14269 N 87th Street Suite 105
US，Arizona，Scottsdale，85260
NextGen Advisors员工
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James (Jim) Weynand
AI, Enterprise IT and Clean Tech | Data Center Liquid Cooling and Edge | Rock & Roll Historian | Private Equity Operating Executive | Go To Market…
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Jordan Jobe, CFP?, CEPA
Owner | NextGen Advisors Financial Advisor, RJFS Forbes Best-in-State Wealth Management Team 2025
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Justin Cole
Chief Financial Officer | NextGen Advisors Financial Advisor, RJFS Forbes Best-in-State Wealth Management Teams 2024
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McKenzie Weinmann
Client Relations | NextGen Advisors Forbes Best-in-State Wealth Management Teams 2025
动态
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We are excited to share that NextGen Advisors has been named to Forbes' 2025 list of Best-In-State Wealth Management Teams! It is an honor to receive this award and would not be possible without our clients and team. Thank you for trusting in us. See the full rankings here: https://lnkd.in/gDZwfYXS Jordan Jobe, CFP?, CEPAJustin Cole Abbie Bochat McKenzie Weinmann Hailey Raskin, MBA #Forbes2025 #WealthManagementTeam #FinancialAdvisor #Scottsdale Disclosure: 2025 Forbes Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info. https://lnkd.in/gRpe2Q6a
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An incredible past week at the Waste Management Phoenix Open with our clients and team. ?? It was a week filled with great conversations, unforgettable experiences, and building stronger connections. As always thank you those that attended with us and we are already looking forward to next year!?? Jordan Jobe, CFP?, CEPA Justin Cole Abbie Bochat Hailey Raskin, MBA McKenzie Weinmann #ThePeoplesOpen #Scottsdale #FinancialAdvisor #WasteManagement
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We had an incredible time celebrating the holidays with our amazing clients, friends, and family at our annual holiday party at the stunning Olive & Ivy. Thank you to everyone who joined us for an evening of festive fun, delicious food, and unforgettable memories. We truly appreciate your continued support and friendship. Jordan Jobe, CFP?, CEPA , Justin Cole , Abbie Bochat , McKenzie Weinmann , Hailey Raskin, MBA #HolidayParty #FinancialAdvisor #Scottsdale
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A lovely past Friday evening gathering together for our Pumpkins & Prosecco event! ?? ??? We truly appreciate everyone who attended and wouldn't be able to do without you. Abbie Bochat McKenzie Weinmann Hailey Raskin, MBA #clientappreciationevent #theflowergarage #scottsdale
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