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Jason Dugan, president and CEO of Aspire Wealth Group,190 Choate Circle, Suite B, Montoursville was among the Raymond James-affiliated advisors named to the 2024 Forbes list of Best-In-State Wealth Advisors, according to a news release.
The list, which recognizes financial advisers from national, regional, and independent firms, was released online April 3rd, 2024.
Dugan, who joined Raymond James in 2011, has over 17 years of experience in the financial services industry. Aspire Wealth Group offers a wide range of comprehensive financial services including investment management, financial planning, retirement planning, estate planning implementation and education planning.
Aspire Wealth Group, the news release said, is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, the news release said.
"The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients," the news release said. "Portfolio performance is not a criteria due to varying client objectives and lack of audited data."