Wells Fargo team managing $600 million moves to Raymond James

Wells Fargo team managing $600 million moves to Raymond James
Three-adviser group in Richmond, Va., joins firm's employee unit.
MAY 21, 2019
Geoffrey P. Sisk, Hynson H. Marvel and Jason Statuta, who managed $600 million at Wells Fargo in Richmond, Va., have joined the employee division of Raymond James. Mr. Sisk began his financial services career in 1984 with Branch Cabell. In 1987 he moved to Legg Mason, and then in 1991 to Wheat First Securities, a predecessor of Wells Fargo. (More:See more adviser moves in InvestmentNews' Adviser on the Move database.) Mr. Marvel began his financial services career in 2003 as an associate with Chesapeake Strategic Advisors. In 2007, he moved to Northwestern Mutual Investment Services and a year later joined Wells Fargo where he partnered with Mr. Sisk. Mr. Statuta has been in the industry since 1996, having worked at Goldman Sachs, Pioneer Investments and Putnam Investments before joining the team at Wells Fargo.

Latest News

SEC Says Game Service Roblox Part of ‘Active Investigation’
SEC Says Game Service Roblox Part of ‘Active Investigation’

Short sellers previously said the company was under investigation, though Roblox denied allegations.

Musk’s DOGE descends on CFPB with intention to shut it down
Musk’s DOGE descends on CFPB with intention to shut it down

The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.

Advisor fighting Finra banishment loses $17.7 million dispute with old firm
Advisor fighting Finra banishment loses $17.7 million dispute with old firm

National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.

Job numbers, inflation leaving room for Fed to hold rates
Job numbers, inflation leaving room for Fed to hold rates

Recent data support a measured pace by the Federal Reserve for the year ahead.

Private assets remain hot despite surging stock market
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.