What is the industry saying about us?
Our team has an award-winning track record that spans decades. Here are a few of our notable accomplishments.
Avantax Top Producer — 25 consecutive years
#1 Avantax Advisor in America — 9 consecutive years
Financial Times FT400 list — Top 400 Advisors in the Nation
Asbury Park Press Reader’s Choice — “Best of the Best” for Accounting
NJ Monthly Magazine — 5 Star Wealth Manager* – Past Decade
Accounting Today — Top Wealth Magnet With AUM Over $500 Million
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor’s performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Asbury Park Press, Voted #1 “Best of the Best for Accounting (2018). This award is based upon public voting through Asbury Park Press. As such, the award is not representative of the Financial Professionals future performance. Neither Jack Oujo, CPA LLC (dba Oujo Wealth Strategies) nor Avantax Investment Services ℠ nor Avantax Advisory Services ℠ paid a fee to Asbury Park Press in exchange for the rating.
NJ Monthy Magazine, Voted 5 Star Wealth Manager 2021. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 6,123 New Jersey-area wealth managers were considered for the award; 459 (8% of candidates) were named 2021 Five Star Wealth Managers. 2020: 6,210 considered, 480 winners; 2019: 6,097 considered, 477 winners; 2018: 4,383 considered, 415 winners; 2017: 3,868 considered, 664 winners; 2016: 4,143 considered, 626 winners; 2015: 5,063 considered, 672 winners; 2014: 3,315 considered, 646 winners; 2013: 4,049 considered, 733 winners; 2012: 1,312 considered, 400 winners.
Accounting Today, Voted Top Wealth Magnet with AUM Over $500 Million (2020). This award is based upon total AUM. The award is not representative of the Financial Professionals future performance. Neither Jack Oujo, CPA LLC (dba Oujo Wealth Strategies) nor Avantax Investment Services ℠ nor Avantax Advisory Services ℠ paid a fee to Accounting Today in exchange for the rating.
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