Advisers John Morris and Matthew Jerkovich, who managed $210 million at UBS in Warren, New Jersey, have joined the Bedminster, New Jersey, office of Janney Montgomery Scott.
Morris focuses on portfolio management and estate planning for individuals and families. Jerkovich's main focus is on overall wealth planning, with a specific focus on estate planning and working with small business owners. The two advisers had been with UBS since 2011, Janney Montgomery said in a press release.
Joining in the Morris Jerkovich Group's move is Christine Taylor, their registered assistant.
The collective of groups including CFP Board, the FPA, NAPFA, and XYPN called for continued support in a legal battle to reinforce clients' best interests.
TMG adds to its $14 billion in AUM and AUA with a new California partnership while Cleveland-based Prosperity welcomes two veterans to its leadership.
Soon-to-launch AI-powered tool allows retail investors to build bespoke indexes, with users able to buy in with fractional shares.
The competing legal strategies appear contrary to Stifel’s public statements about defending its structured notes’ tactics.
The two firms have also bolstered their ranks with additions from LPL, Morgan Stanley, and PNC Investments.
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From direct lending to asset-based finance to commercial real estate debt.
