Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. In our initial conversations, we talk about your family and personal aspirations. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Mr. Wadsworth was born in Fort Thomas, Kentucky in 1939. An evening with Jack Wadsworth, Chicago Booth '63, and former Chairman of Morgan Stanley Asia. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. This ranking is not indicative of the Financial Advisors future performance. He has an office in San Francisco and is a consultant to the firm. Private Bankers are employees of Morgan Stanley Private Bank . Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. We begin with an in-depth conversation to understand what is important to you, your family and your legacy. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The Shadden Group prides itself on client service . This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Securities Agent: FL, ID, IL, MD, MI, NC, NE, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, GA, HI, AZ, CA, CO, CT; General Securities Representative; Investment Advisor Representative. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: napa-net.org (October 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. After the merger, the combined company was plagued by internal divisions and legal problems including a $1.45 billion jury verdict in a fraud case against the bank. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. The rating is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2021 Forbes Best-In- State Wealth Advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. Nominees must be women retirement plan advisors with their own book of business. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. This Bloomberg Markets article is part of "The Only One in the Room," an oral history of the Black experience on Wall Street. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2017 Barron's Top 30 Institutional Consultants. Source: napa-net.org (March 2020) awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. In 1991 Jack moved to Hong Kong as Chairman of Morgan Stanley Asia and proceeded to expand the firm's business in rest of the Asia. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2019 Barron's Top 100 Women Financial Advisors. USS Carl Vinson. We collect important financial information and identify your top priorities. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Investment performance is not a criterion. Source: napa-net.org (November 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. He has also mentored several young entrepreneurs in their efforts to start innovative businesses. He began his career at the First Boston Corporation in New York City in 1963. Morgan Stanley's investment of $35 million for 35% of this venture has produced the leading investment bank in China with over 300 employees, a dominate market share over $500 million in capital today and a valuation verified by the sale of Morgan Stanley's 35% to KKR and TPG for over $3 billion. John S. Wadsworth, Jr. is an Advisory Director for Morgan Stanley globally, and until recently Honorary Chairman of Morgan Stanley Asia. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 2020 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. This award was issued in 2013 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2016. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. PDF John S. Wadsworth, Jr. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. As a multigenerational team with diverse life experiences, we offer broad perspectives to address many different challenges and circumstances. Over the years John's job functions have included human resources . Investment performance is not a criterion. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. John Wadsworth: Business Profiles | ZoomInfo.com Her role is to learn about our clients individual circumstances, do the research for them and help prioritize and navigate what decisions fit with their goals, values, fears and needs. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. All these experiences have given Mr. Wadsworth a This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. 1,128 John Wadsworth Premium High Res Photos - Getty Images This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Research Magazine's 130 Top-Ranked Advisor Teams in America. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. John joined the Firm in 2006 with its acquisition of FrontPoint Partners, a large multi-manager hedge fund firm, where he served as Chief Operating Officer and was responsible for all aspects of day-to-day operations. A sub-segment of the questions was used to determine eligibility for the Top 100. 2018 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Coalition Greenwich Quality Leader Award 2021. Source: napa-net.org (November 2022) awarded in 2022. Source: planadviser.com (May 2018) awarded in 2018. Nominees must be women retirement plan advisors with their own book of business. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. For more information, see www.SHOOKresearch.com. The Morgan Stanley Blue Cash Preferred American Express Card. Source: napa-net.org (November 2021) awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. REP. magazines Top 50 Wirehouse Women, October 1, 2014. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Learn about our security measures and use our resources and ideas to help protect yourself online. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. representatives to gather wealth manager nominations. Barron's Top Women Advisors Summit Attendees 2020. He also served as Board Member at Blackstone Credit Systematic Strategies. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Heres one method that provides flexibility and can help maximize your impact. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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