Five Star Professional has named Scott Jones as one of the Philadelphia area recipients of the 2013 Five Star Wealth Manager award. This is the fourth time in five years that Mr. Scott has received this award. The award winner appeared in a special section in the November issue of Philadelphia Magazine. Five Star Professional partnered with Philadelphia Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Of the 27,800 licensed wealth managers in the Philadelphia area, 934 (fewer than 4 percent) were selected.
A survey was provided to approximately one in 12 high-net-worth-households in the Philadelphia area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon ten criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 40 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com
About Jones & Associates Wealth ManagementJones & Associates Wealth Management is located in Mount Laurel, New Jersey. Mr. Jones is a registered representative of Investors Capital Corporation, Member FINRA/SIPC. He provides comprehensive investment, retirement, and wealth management services to individuals, families, and corporate clients in the Southern New Jersey and Philadelphia area, as well as Florida, South Carolina and Virginia. Mr. Jones may be reached at (856) 283-3959 or firstname.lastname@example.org. Please feel free to visit on the web at www.joneswm.com. About Investors Capital Corporation: Investors Capital Corporation (ICC) of Lynnfield, Massachusetts is the premier independent broker/dealer and investment advisor subsidiary of Investors Capital Holdings, Ltd. (NYSE Amex: ICH), a financial services holding company supporting a nationwide network of financial advisors. Our mission is to provide them with 5-Star Service sm and support, including advisory programs, strategic practice management and marketing services, and technology, to help them grow their businesses and exceed their clients’ expectations. We are the recipient of the 2013 Broker/Dealer of the Year award. Business units include Investors Capital Corporation, ICC Insurance Agency, Inc., and Investors Capital Holdings Securities Corporation. For more information, please call (800) 949-1422 x4814 or visit www.investorscapital.com.
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