Edward Jones announced Tuesday that an advisor who had managed $375 million at Charles Schwab has joined the firm.
Warren Anderson, who’s based in Littleton, Colorado, will be joined in the move by senior branch office administrator Debbie West.
Anderson has 23 years of experience, according to his BrokerCheck report. He had been affiliated with Charles Schwab since 1999. He began at Schwab as a financial consultant, according to the Edward Jones announcement, and then became a financial advisor.
“Edward Jones has an impactful, two-pronged support system for its financial advisors,” Anderson said in the statement. “I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship.”
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
