Exciting News: Jeffrey Schiffman Recognized by Forbes/SHOOK as a Best-in-State Wealth Advisor
2025 Recognition
Palm Beach Gardens, Florida — April 15, 2025 — We are thrilled to announce that Jeffrey Schiffman, an independent LPL Financial advisor in Palm Beach Gardens, FL, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors. This prestigious recognition highlights Jeffrey's dedication and expertise in the financial services industry, earning him the 167th spot among advisors in Florida.
The Forbes/SHOOK Best-in-State Wealth Advisors list is compiled with insights from SHOOK Research, selecting advisors based on a rigorous assessment of quantitative and qualitative data. Criteria include interviews, years of experience, compliance records, and assets under management.
Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management, shared his congratulations: “This award highlights Jeffrey's dedicated efforts in guiding his clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious advisors like Jeffrey, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
With 40 years of experience in the financial services industry, Jeffrey Schiffman provides a full range of financial services for individuals, families, and business owners. As a fiduciary, his offerings include retirement and financial planning, individual money management, individual stocks and bonds, alternative investments, mutual funds, annuities, and more.
We extend our heartfelt congratulations to Jeffrey Schiffman for this well-deserved recognition and thank our clients for their continued trust and support.
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.
2026 Recognition
Palm Beach Gardens, Florida — Jeffrey Schiffman has once again been recognized by Forbes / SHOOK Research as a Best‑in‑State Wealth Advisor, earning this distinction for the second consecutive year in 2026.
This continued recognition reflects Jeffrey’s long‑standing commitment to providing thoughtful, client‑focused financial guidance and consistent leadership in the wealth management industry.
The Forbes / SHOOK Best‑in‑State Wealth Advisor ranking is based on a comprehensive evaluation conducted by SHOOK Research, which includes qualitative and quantitative factors such as advisor interviews, years of industry experience, review of compliance records, and assets under management. Portfolio performance is not considered, as client objectives vary and audited performance data is not uniformly available. Neither Forbes nor SHOOK Research receives a fee in exchange for these rankings.
We are proud to share this consecutive recognition and remain grateful to our clients for the trust and confidence they place in our team.