Disclosures
The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
The 2022 AdvisorHub "Advisors to Watch" award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor's future performance.
The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, 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 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 team, 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. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Jason Burkett is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NE, NJ, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY.
Jason Burkett, NMLS # 2093253 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Scott Baker is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.
Lance Crossett is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, IA, ID, IL, IN, KS, KY, MA, MI, MN, MT, ND, NE, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY.
Donald Baker is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, NE, NJ, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY.
Kyle Danford is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MT, ND, NE, NJ, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY.
Austin Schuler is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.
Giulia LaPlante is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, HI, ID, IL, IN, KS, KY, MA, MI, MT, NE, NJ, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY.
Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
Greyrock Wealth Advisors is excited to announce the addition of our newest team member. Julia Buckner recently joined our team and we are so excited to welcome her. She will be working as a Client Associate and helping serve our teams incredible clients. Julia is a Northern Colorado native and currently resides in Wellington with her husband Joe. She a passion for empowering others through fitness and she is also a certified health coach. Outside of work she enjoys her daily workouts at her husband’s boxing gym,” Beautifully Savage Boxing Studio”. Julia and Joe both enjoy travelling and spending time with friends and family including their 5 Children and 9 Grandchildren. We are so excited for you to meet Julia and ask you to join us in welcoming her to RBC and Greyrock Wealth Advisors.
All of us at Greyrock Wealth Advisors share with the rest of our nation in expressing our sorrow as we send our condolences to those who have been affected by the L.A. wildfires. Regardless of the cause of these fires, families losing their homes and a lifetime of memories is devastating. We have seen this tragedy first-hand to some of those in our community due to several major fires in Northern Colorado. We are also reminded of how thankful we are to our nations First Responders who take the oath of sacrificing their own safety and are willing to put their lives at risk to protect our communities and our families. To those in Law Enforcement, Fire Safety, EMS and Public Service we say Thank You. We stand with you as fellow Americans, and as people who care about humanity. Out of the ashes will come something that can never be taken. God Bless!
Looking for a unique benefit to offer your employees? Check out our RBC Echelon partner PinnacleCare and contact me for how this can fit into your business plan.