Raymond James has gained further strength in Texas as it recruits another breakaway advisor to its employee advisor unit.
The firm announced Tuesday that Raymond James & Associates has expanded its presence in Frisco, Texas, by welcoming financial advisor Joanna Knieberg to its team. Knieberg, who joins from JPMorgan, reportedly managed over $150 million in client assets under management at her former firm.
Operating under the name Knieberg Wealth Strategies of Raymond James, she will focus on serving business owners, corporate executives, and individual clients.
Knieberg, who’s joining RJA as first vice president of wealth management, will work as part of the Frisco branch under the leadership of branch manager Jon Blair, which is under the broader purview of Edward Sudzina, Western Gulf regional director for RJA.
A 20-year veteran of the industry, her BrokerCheck profile starts off with a brief stint at Wells Fargo, and includes stops at Valic financial advisors, AXA Advisors – which has since rebranded to Equitable Advisors – and Chase Investment Services.
She highlighted Raymond James’ client-focused approach and “robust support” for financial advisors, as well as its culture that “resonates deeply with [her] professional values.”
“The extensive range of support and the expertise of specialized teams empower me to better serve our clients’ diverse needs,” Knieberg said in a statement.
Knieberg’s defection from JPMorgan comes shortly after Raymond James welcomed a Wells Fargo advisor managing $140 million to RJA’s Dublin branch in Ohio.
Before that, an ex-LPL advisor who oversaw more than $245 million joined RJA in New York.
The RIA aggregator adds a New York and Los Angeles firm serving film and TV talent as it deepens its business management bench
Meanwhile, Janney picks up a $280 million Merrill Lynch veteran in Scranton as independent and hybrid platforms keep drawing teams
The breakaway-focused minority investor has staked 15 RIAs since 2024 as private sponsors increasingly trade stakes
Osaic subsidiary continues to forge new routes to US high-net-worth and ultra-high-net-worth people.
New data shows veterans report stronger financial security, legacy confidence and career earnings momentum than non-veterans.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
