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October 25, 2019

Kruzan Achieves 2020 Global Top 50 Event Invitation

 

Congratulations to Jim Kruzan, CFP®, CRPC® for being selected to attend Raymond James Global Top 50 for 2020!

Raymond James Global Top 50 is an exclusive two-day, event that is delivered every other year. This event brings together top advisors from across the firm (United States, Canada, and the United Kingdom) to build connections and share best practices. Kruzan was in the inaugural group of Global Top 50 in 2016 and has been named to it again for every eligible year since.

This unique gathering, which will take place in late February 2020, will address topics such as the current political landscape, influential trends, and business strategy. The disguised guest speakers include Co-Founder and CEO of Whole Foods Market, John Mackey, named one of the “world’s 50 greatest leaders,” and Platon Antoniou, world-renowned, award-winning photographer and founder, the People’s Portfolio.

Congratulations to everyone who has recognized to the Raymond James Global Top 50.

 

The Raymond James 2020 Global Top 50 is an event in which invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for being invited to this event.

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Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

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