Wells Fargo reps managing $280 million move to Stifel
1
Brokers join firm in Macon, Ga., Greensboro, N.C., and Brevard, N.C.
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.
Register today for our Future of Financial Advice event on Nov. 20.
Michael Boulos, who joined Stifel’s Brevard, N.C., office managed $52 million in client assets at Wells Fargo.
Learn more about reprints and licensing for this article.
