Third View Co-Founder Jerry R. Sneed Named Forbes Best-In-State Top Next-Gen Wealth Advisors 2025

Disclosures

1. In August 2023 and 2024, Jerry Sneed was named by Forbes and SHOOK Research, LLC as Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 and Forbes Top Next-Gen Wealth Advisors Best-in- State 2024, respectively. The 2023 award is based on the period from 3/31/22 - 3/31/23 and the 2024 award is based on the period from 3/31/23-3/31/24.

Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking, but a licensing fee is paid for the right to use their logo. The full methodology can be found here.