Spartanburg, South Carolina – Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, was recently named to the Working Mother magazine and SHOOK Research’s “Top Wealth Advisor Moms” list in the United States. The list includes the top 400 wealth advisor mothers in the nation who have at least one child under the age of 21 living at home. Hrubala was one of only three on the list from the state of South Carolina. The ranking uses an algorithm based on a detailed analysis of each advisor's service model, investing process, client retention, industry experience, compliance records, revenue produced and assets under management.
Hrubala commented on this honor: “I am particularly proud of this award, which is the culmination of working 20 years in the industry while raising three children, who are now 21, 19, and 17. I am thankful that my career in the financial advisory profession has provided the flexibility for me to be an engaged mom while having a demanding career and being committed to my clients, as well as making a positive impact on my community.”
Hrubala, who opened Jeter Hrubala Wealth Strategies, LLC and affiliated with Raymond James in 2014, has approximately 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CERTIFIED DIVORCE FINANCIAL ANALYST℠ designations. The team of advisors at Jeter Hrubala Wealth Strategies, LLC offer investment management and financial planning services to individuals and their families throughout the Upstate of South Carolina. The team has a special focus on assisting women who have lost a spouse through divorce or death. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has more than $165 million in assets under management and is committed to providing customized wealth management strategies for clients.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Data provided by SHOOKTM Research, LLC, as of 03/31/2019. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 03/2019): From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information see SHOOKresearch.com.
About Working Mother Media:
Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change.
About SHOOK Research:
As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements.
About Raymond James Financial Services
*As of 08/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $825 billion.* Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.