Jason Ranallo Named in 100 RIAs to Watch List
Vector Wealth Management is delighted to congratulate Jason Ranallo on his recent recognition by AdvisorHub. Jason earned a spot on the "100 RIAs to Watch" rankings list published by Advisor Hub in June of 2023.
Jason has a tremendous work ethic, dedication, and commitment to excellence. Over the last 18 years, Jason has helped guide Vector's clients through markets of good times and bad. He has earned his Chartered Financial Analyst (CFA®) designation, and holds a business administration degree focused on finance.
Vector Wealth Management is a Registered Investment Advisor that uses a bucket-based approach to planning and investing. Buckets, also called portfolio segments, are built based on the time periods in which the dollars are expected to be used.
Rankings Methodology:
AdvisorHub self-reported methodology states that its ranking criteria fall into three main categories:
1) Scope of practice measured by assets, production, and level of service;
2) Growth of practice consisting of year-over-year growth in assets, households and production; and lastly,
3) Professionalism which includes regulatory record, community service, and team diversity.
Nominees were also required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Candidates for inclusion in the "100 RIAs to Watch" are selected from more than 1200 total nominations from firms across the country.
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