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.”
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Osaic has now paid $17.2 million to settle claims involving former clients of Jim Walesa.
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