Boerne, Texas— April 16, 2024 – Jason Zamora, CRPC®, an independent LPL Financial advisor in Boerne, Tx, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Zamora, President and Founder of Live Oak Investors – Private Wealth Management was recognized as the No.56 advisor in Texas.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We are thrilled to extend our heartfelt congratulations to Jason for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,” exclaimed Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Jason, equipping them with cutting-edge investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients.”
Jason has 26 years of experience in the financial services industry and provides a full range of financial services for individuals, families and business owners; including retirement and financial planning, individual money management, individual stocks and bonds, alternative investments, mutual funds, annuities and more.
Zamora is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they take care of their clients and run a thriving business.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
LPL Financial, Forbes, SHOOK Research and Live Oak Investors are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
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