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Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

The Forbes America’s Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.
More: https://go.rjf.com/3OzDmha. Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/.

The Forbes America’s Top Women Wealth Advisors Best-In-State 2023, developed by Shook Research, is based on the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. 38,314 nominations were received and approximately 1,700 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.
More: https://www.raymondjames.com/award-disclosures/#2023-forbes-best-in-state-Women Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.

Forbes America’s Top Women Wealth Advisors Best In State 2022, Developed by Shook Research, is based on the period from 9/30/20 to 9/30/21 and was released on 2/4/22. 34,500 nominations were received and 1,377 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: www.SHOOKresearch.com

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