May 06, 2026 Jason Cole Earns 5th Consecutive Selection to Forbes Best-In-State Wealth Advisors

TSG is excited to announce that Jason Cole, Managing Director in the Manhattan Beach office, has earned his 5th consecutive selection to the Forbes Best-In-State Wealth Advisors list (2022 – 2026) for California – Los Angeles (High Net Worth).

A lifelong Los Angeles native with more than 33 years of experience as an investment advisor, Jason Cole has built a respected practice helping clients across the South Bay and greater Los Angeles area achieve clarity and confidence in their financial futures. Jason specializes in delivering customized wealth strategies focused on long-term asset growth, tax-efficient investing, and comprehensive wealth preservation tailored to each client’s unique goals and life circumstances.

“I’m truly honored to be recognized again this year, especially knowing this marks my fifth consecutive year on the list,” said Jason. “While the award is personally meaningful, it really belongs to our entire team that supports our clients every day. Helping families make confident, well-informed decisions remains the most rewarding part of what we do.”

The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors on criteria such as experience, compliance standards, assets under management, revenue produced, and overall quality of practice. Earning this distinction for five consecutive years reflects Jason’s sustained excellence and the consistent, high-quality service he delivers to his clients year after year.

“Jason’s experience and calm, thoughtful approach bring tremendous value to our clients, particularly when markets are volatile,” said Mark Schulten, Managing Partner. “Since joining our Manhattan Beach office, he has quickly strengthened our West Coast presence while staying true to a client-first philosophy that aligns perfectly with TSG.”

Jason works closely with Registered Client Associate Carl Leiva to provide attentive, personalized service from the Manhattan Beach office. His practice continues to grow through a focus on building deep, long-term client relationships.

“Jason stands out for his genuine dedication and ability to craft strategies that fit each client’s unique situation,” said Allen Schreiber, Partner. “Earning this award for the fifth year in a row speaks volumes about his skill, consistency, and the trust he has built with his clients.”

This collaborative culture enables Jason and the broader TSG team to deliver consistent, high-quality service with a personal touch. The group’s continued success reflects TSG’s commitment to integrity, transparency, and helping clients build and preserve wealth across generations.

“Jason’s depth of knowledge and client-focused mindset continue to elevate our practice,” said Brian Borst, CEO of TSG. “This repeated recognition is a testament to both his individual expertise and the strong foundation he is building here at TSG.”

As he serves clients from Manhattan Beach, Jason remains dedicated to personalized wealth guidance, team development, and supporting families through every stage of life. His five-year streak on the Forbes Best-In-State list highlights both his proven track record and the positive momentum he continues to create within TSG.

For more about Jason Cole and his practice, visit his bio at TSGWM.com/about/jason-cole.

If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.