Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. 2019 Financial Times 400 Top Financial Advisors. Earn cash back on U.S. supermarkets, U.S. gas and more. Email: john@higherstandards.net. This ranking is not indicative of the Financial Advisors future performance. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. 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""). 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. 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. Morgan Stanley Mar 2022 - Present1 year 3 months Bend, Oregon, United States CA Insurance License #: 4225640 Focus in helping clients navigate their financial journey through holistic financial. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. 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 NAPA to obtain or use the ranking. 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. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. 2019 Forbes America's Top Women Wealth Advisors. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2020) awarded in 2020. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Participants attended workshops, many 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. 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 3/31/21 - 3/31/22. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. James Wadsworth son Nathaniel Wadsworth, I son Ichabod Wadsworth son Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. 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 Advisers paid a fee to PLANADVISER in exchange for the rating. 2013 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Morgan Stanley is not affiliated with Coalition Greenwich. PDF John S. Wadsworth, Jr. Participants attended workshops, many 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. 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. 2017 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 2020 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. The Brewer Wadsworth Group at Morgan Stanley Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A sub-segment of the questions was used to determine eligibility for the Top 100. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. LifeView is a suite of planning tools that includes goals specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates various aspects of an individual's financial life, such as investments and cash management needs. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Assets under management are as of the end of the second quarter 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 6/30/16 - 6/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. Boxed coffee sets, bowls for floating flower heads and lampshades in geometric designs were chic new ideas. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Mr. Wadsworth began his investment banking career with The First Boston Corporation in 1963, where when he left in 1978 he was Executive Vice President, a member of the Management Committee and the Board of Directors. Source: REP. magazine, October 2015. Source: napa-net.org (November 2022) awarded in 2022. For more information, see www.SHOOKresearch.com. Morgan Stanley & Co. 2725 Sand Hill Rd, Suite 200. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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. 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. Meet Our Board of Directors Learn more about each of the 15 members on the firm's board and their backgrounds. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of 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: Source: planadviser.com (May 2013) awarded in 2013. 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. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. 2021 Forbes Best-In- State Wealth Advisors. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Morgan Stanley is not affiliated with Coalition Greenwich.
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