Edward Jones rep goes indie with Raymond James

Edward Jones rep goes indie with Raymond James
Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.
NOV 10, 2022

Adrian John, who managed $200 million at Edward Jones in Seattle, has gone independent and affiliated with Raymond James Financial Services, the firm's independent adviser channel, Raymond James said.

John began his career in finance in 2010 at Edward Jones after earning a degree in social work and operating a small business.

Client services staffer Katherine Bowers is joining John in the move.

“Our primary strength is helping clients to plan for and stay on track to meet their financial and retirement goals," John said in a statement. "Raymond James offers planning software which incorporates more complexity and nuance, enabling me to advise clients on these important matters with better accuracy."

Latest News

 Younger Americans fear AI's retirement impact, Thrivent finds
Younger Americans fear AI's retirement impact, Thrivent finds

AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds

FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches
FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches

It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.

Wells Fargo touts AI Teammate to streamline advisors’ workloads
Wells Fargo touts AI Teammate to streamline advisors’ workloads

AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.

Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum
Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum

Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.

The exit planning conversations advisors need to have with business owners
The exit planning conversations advisors need to have with business owners

Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income