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.”
Federal prosecutors say the scheme used fake investment accounts and a fictitious financial advisor to lure victims into romance-fueled fraud.
Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
