Advisers on the Move

Wells Fargo reps managing $280 million move to Stifel

Brokers join firm in Macon, Ga., Greensboro, N.C., and Brevard, N.C.

Oct 15, 2019 @ 3:47 pm

By InvestmentNews

Four registered representatives who collectively managed $280 million at Wells Fargo Advisors have moved to Stifel Nicolaus & Co. in the Southeast.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

Jason Jungberg and Michael Ketterbaugh, who managed $135 million, have joined the Macon, Ga., office of the firm. There, they are establishing a new partnership with long-time Stifel adviser Robert Chanin.

[Recommended video:Aaron Klein: New tools will help investors trade through the Riskalyze lens]

In Greensboro, N.C., Chip Pegram has joined the firm. He was responsible for $93 million in client assets at Wells Fargo.

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Michael Boulos, who joined Stifel's Brevard, N.C., office managed $52 million in client assets at Wells Fargo.

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