Edward Jones announces that financial advisor Aaron Lohn, of Quincy, was named to the 2025 ranking of the state’s top next-gen wealth advisors by Forbes and Shook Research. The ranking recognizes financial advisors younger than 40 who have at least four years of experience.
“I’m incredibly proud of this honor,” said Lohn. “I believe in building long-term relationships with clients to help them navigate every life stage and all market cycles. As a member of the younger generation of financial advisors, I plan to be here for my clients for many years to come.”
The Forbes “Top Next-Gen Wealth Advisors Best-in-State in California” is published August each year, with research by Shook Research LLC and data as of March of the same year. Compensation is provided for using, not obtaining, the rating. The rating is not based on the quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
The purpose of Edward Jones’ 20,000 financial advisors across North America is to partner for positive impact to improve the lives of their clients and colleagues and, together, better communities and society. More information is available at www.edwardjones.com.