Edward Jones duo managing $327 million go indie with Raymond James
Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.
Keith Haller and Cory Shepard, who managed $327 million at Edward Jones in Kirkland, Washington, have created the Haller and Shepard Capital Group and affiliated with Raymond James.
Haller and Shepard are joining Raymond James Financial Services, the firm’s independent adviser channel.
Haller had been with Edward Jones for 24 years and Shepard for 16 years.
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