Jason Bell ranked 53rd out of 95 on the Forbes Top Next-Gen Wealth Advisors Best-In-State list for NYC. During his career, Jason has worked extensively with entrepreneurs, business owners, athletes, and entertainers, as well as high and ultra-high net worth families. Currently offering financial planning, portfolio management, banking solutions, family office services, and business management, he serves as a Senior Wealth Advisor for MAI Capital in New York City.
About the news, Jason said, “This recognition would not be possible without the power of the MAI brand, my hardworking team, and most importantly, our loyal and dedicated clients.”
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On August 8, 2023, Jason Bell ranked 53rd out of 95 on the Forbes Top Next-Gen Wealth Advisors Best-In-State list for NYC. Information provided was based on data as of March 15, 2023 with subsequent data updated per request from Forbes as of March 31, 2023. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 3,738 individuals were considered for the Next-Gen ranking. For more information on the methodology for this ranking click here.
