Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2017) awarded in 2017. 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. 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. These criteria are utilized for each of the categories in which this award is given. MAIN PAGE | EXECUTIVE PROFILES | JACK WADSWORTH, John S. Wadsworth, Jr. 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 was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2018 Financial Times 401 Top Retirement Advisors. 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. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Mr. Wadsworth began his investment banking career with The First Boston Corporation in 1963, where when he left in 1978 he was Executive Vice President, a member of the Management Committee and the Board of Directors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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 6/30/17 - 6/30/18. Investment performance is not a criterion. Mr. Wadsworth joined Morgan Stanley as a Managing Director in 1978. 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. Investment performance is not a criterion. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 48 year old Detective Sergeant John Wadsworth is a man who is losing a grip on all aspects of his life. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 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. Under Art Director John Wadsworth several new styles were tried with varying degrees of success. This ranking is not indicative of the Financial Advisors future performance. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. $25 Early Bird by December 15 Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Mr. Wadsworth organized Morgan Stanley's first Leveraged Buyout Fund and served as a member of the Investment Committee. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. John S. Wadsworth, Advising Director at Morgan Stanley, speaks at the 15th Asia Society Corporate Conference in Bangkok, Thailand, Friday, June 10,. Learn more. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. John Hagarty is the Chief Operating Officer of Morgan Stanley Investment Management, and a Managing Director of Morgan Stanley. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2010 Barron's Top 100 Women Financial Advisors. 2018 Barron's Top 50 Institutional Consultants. Contact our team to learn more or click here for more details. Check the background of Our Firm and Investment Professionals on. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. All credentials and designations are verified and nominee compliance records are verified. We begin with an in-depth conversation to understand what is important to you, your family and your legacy. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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: planadviser.com (May 2013) awarded in 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. 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: napa-net.org (October 2022) awarded in 2022. John Carty Jr. Source: napa-net.org (November 2020) awarded in 2020. 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. Everything accessible under one platform to assist staying on top of all your financial accounts. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. 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 SHOOK Research LLC to obtain or use the ranking. Self-nominations are not accepted. REP. Magazine Top 50 Wirehouse Women 2014. Investment performance is not a criterion. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Source: napa-net.org (March 2020) awarded in 2020. Mr. Wadsworth was responsible for developing Morgan Stanley's Asia franchise. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Once weve discussed and refined your plan, we identify the specific investments to support the recommendations we presented. Source: napa-net.org (November 2016) awarded in 2016. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Financial Advisors must be under the age of 40 as of August 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley clients with eligible brokerage accounts can earn 4.25% APY through deposits into our Preferred Savings Program for qualifying cash. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2018) awarded in 2018. PACIFIC BASIN ECONOMIC COUNCIL 2019 Barron's Top 1,200 Financial Advisors: State-by-State. 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 PLANADVISER or ISS Media to obtain or use the ranking. During five years in Japan, he built the firm's business from a small base to over 500 people and profitability. 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 2022. When John Wadsworth was born about 1632, in England, United Kingdom, his father, William Wadsworth, was 38 and his mother, Sarah Talcott, was 29. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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 NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ESW Group | Los Angeles, CA | Morgan Stanley Private Wealth Management This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. View the Board Meet Our Operating Committee 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. Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Member SIPC. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2013 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominated advisors are then asked to complete an extensive survey. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Hollina Wadsworth, CFP - Financial Advisor - Morgan Stanley - LinkedIn 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 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. 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 paid a fee to Plan Advisor in exchange for the rating. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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 2012. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. How to live, learn, and move aheadwhatever you did or didnt do. 2018 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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. 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. 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. Though education costs continue to climb, starting to save early can make a difference. 2017 Barron's Top 30 Institutional Consultants. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. Research Magazine's 130 Top-Ranked Advisor Teams in America. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. $35 at the door, Register Onlineearly bird ends 12/15/2010, Jack Wadsworth, '63 (Speaker)Advisory Director, Morgan Stanleyhttp://morganstanley.com. Source: napa-net.org (October 2021) awarded in 2021. Mr. Wadsworth was born in Fort Thomas, Kentucky in 1939. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. GPS is an intuitive and efficient platform to ensure clients will have a successful financial plan. Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Source: napa-net.org (March 2019) awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rational Investing in an Age of Uncertainty, 529 Plans: A Powerful Tool to Save for Education, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, The Age of AI and Other Trends in Tech and Beyond, 4.25% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. USS Carl Vinson. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The rating may not be representative of any one clients experience and 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. 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 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 3/31/19 - 3/31/20. The University of Chicago Booth School of Business, A Conversation with Jack Wadsworth, '63, Former Chairman of Morgan Stanley Asia, University of Chicago Bay Area Alumni Club, Williams College Alumni San Francisco Regional Chapter, Chicago Booth Alumni Club of San Francisco. 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 3/31/20 - 3/31/21. All these experiences have given Mr. Wadsworth a 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Private Bankers are employees of Morgan Stanley Private Bank . 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. Boxed coffee sets, bowls for floating flower heads and lampshades in geometric designs were chic new ideas. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Phone: 952.215.6196. We deliver a powerful combination of experience and education. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. 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. 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 was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Start Today. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 6/30/18 - 6/30/19. An evening with Jack Wadsworth, Chicago Booth '63, and former Chairman of Morgan Stanley Asia. Investment performance is not a criterion. Blackstone. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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 SHOOK Research LLC to obtain or use the ranking. He married Sarah Stanley in 1656, in Braintree, Essex, England, United Kingdom. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. During the 1980s, Jack was a member of the investment banking team at Morgan Stanley and initiated the high tech banking practice, started the venture capital business and help organized the leverage buyout business. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved.