Raymond James is once again welcoming defectors from Edward Jones, this time with two independent advisor additions in the Pacific Northwest.
The firm announced Thursday that it has welcomed Brian Harmon and David Brown to its independent advisor channel, Raymond James Financial Services.
Based in Vancouver, Washington, the duo are joined by client service manager Shannon Bornhorst as they co-found of Vista NW Wealth Management, .
Previously managing approximately $190 million in client assets at Edward Jones, Harmon and Brown focus on comprehensive wealth management for families, business owners, and corporate executives.
“David and I are excited to join Raymond James, which offers the culture and infrastructure that are essential to support the kind of independent practice we want to build,” Harmon said in a statement. “In addition, the advanced technology and resources available at the firm are well-suited to complement the services that are most important to our clients.”
Harmon comes to RJFS with nearly two decades of experience in financial services, which he acquired at Edward Jones. Brown brings ten years of experience as a financial advisor, leveraging his background to serve clients with exit planning and retirement strategies.
“Brian and David’s client-first approach and strong track record align well with the values of Raymond James,” said Bill Counsman, western division director for RJFS.
Harmon and Brown's move to Raymond James continues a streak of ex-Edward Jones advisors going to RayJay in the past few weeks. Most recently in North Carolina, the firm welcomed Jay Smith, a 35-year veteran who works with a diverse clientele of business owners, corporate executives, families, and individuals to its employee advisor division, Raymond James & Associates. Smith, who joined as first vice president of wealth management, highlighted the firm's "advanced technology and extensive back-office support" as well as its "small, personable feel."
In the days prior, Raymond James announced three successive conversions from Edward Jones into RJFS in Florida, North Carolina, and Georgia, welcoming four advisors who'd previously managed a collective $385 million in client assets.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
