Merrill Lynch loses $150-million father-son team to Raymond James

John R. Edgecomb Sr. spent 37 years at Merrill, where his son joined him in 2007

Aug 23, 2017 @ 12:01 am

By Investment News

A 37-year Merrill Lynch veteran broker and his son have decided to join the employee unit of Raymond James.

The father-and-son duo of John R. Edgecomb Sr. and John Robb Edgecomb Jr., who managed $150 million at Merrill Lynch, will be joined by senior investment portfolio analyst Evette Mock-Hernandez and client service associate Mia Salomon. The younger Edgecomb will also manage the Raymond James office where they will be working in Austin-Barton Hills, Texas.

Mr. Edgecomb Sr. began his financial services career in 1980 at Merrill Lynch. Mr. Edgecomb Jr. joined Merrill Lynch in 2005 and began partnering with his father after graduating early from its training program in 2007.


What do you think?

View comments

Recommended for you

Featured video


Cameras roll at Best Places to Work for Financial Advisers' awards

Advisory firm winners on the top 50 InvestmentNews list of Best Places to Work for Financial Advisers explain the significance of this recognition at the Chicago awards event.

Latest news & opinion

Focus Financial files for an IPO valued at $100 million

The RIA aggregator, founded by CEO Ruediger 'Rudy' Adolf (above), has partnered with more than 50 registered investment adviser firms.

Piwowar defends SEC's best-interest rule

SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'

RIA in a Box acquired by private equity firm Aquiline Capital

New owners plan more growth for the software service provider.

IBDs with the most female reps

Here are the 10 independent-broker dealers that have the most female reps.

Supreme Court decision likely to prevent brokers from filing class-action lawsuits

However, it likely won't bar employees from filing 401(k) lawsuits against their employers.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print