This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. This ranking is not indicative of the Financial Advisors future performance. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. This is in line with Chinas g Today on Insight, John and Josh Rosenstern discuss the House of Representatives end vote on the H. R. 26 Act.
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. 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. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. The SBN NOW app is available on the following platforms: iOS, Android, AppleTV, Amazon Fire Stick/TV, Roku, and web. 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. Hosted by John Rosenstern and his son Josh Rosenstern this program is is sure to bring the days events to light in a manner like no other. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Reuters accepts nominations from Financial Advisors. 2020 Barron's Top 50 Private Wealth Management Teams. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 2019 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. 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. 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. She formerly directed the French daily Prsent and was editor-in-chief of an all-internet . This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Source: napa-net.org (November 2018) awarded in 2018. John Rosenstern was born on 11/09/1959 and is 63 years old. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. U.S. Public Records Index Jacqueline M Rosenstern, born 1959 Jacqueline M Rosenstern was born on month day 1959. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. A: John Rosenstern has been in full-time ministry for over four decades. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Investment performance is not a criterion. Source: planadviser.com (May 2018) awarded in 2018. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. 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, 2021. 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 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 Barron's during the period from Dec 2014 - Dec 2015. John married Francis Rosenstern. 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. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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. 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. Contact me to learn more or click here. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. The rating is not indicative of the Financial Advisors future performance. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. The exact age of John Rosenstern is not publicly available. When it comes to college education, he went to college and got a degree that helped him to progress in his professional career. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. As Portfolio Management Director, John focuses on building individualized, custom portfolios for clientsoften times with an emphasis around socially responsible investing. 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. He is also a regular panel member on ". Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. This ranking is not indicative of the Financial 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.