New advisors have joined Raymond James and NewEdge Wealth in the latest reported moves.
At NewEdge Wealth, Jesse Christensen transitions to the firm from NewEdge Advisors having grown his Hudson Wealth Partners practice to $450 million in assets under management in just over a year by specializing in providing equity, tax, and estate planning advice for corporate executives.
“While my practice expanded rapidly with the support of NewEdge Advisors, allowing me to focus on this complex area of the market, it eventually became clear that my clients would benefit further from a closer alignment with NewEdge Wealth’s service offerings,” said Christensen. “It was a smooth transition from one side of the NewEdge family to the other.”
The move takes NewEdge Wealth’s headcount to 50 ultra-high-net-worth advisors across 15 locations, including Atlanta, Miami, Nashville and San Francisco.
“When an advisor’s practice needs to change, they can pivot to take advantage of different resources available within either channel at NewEdge, rather than having to change firms, which reduces disruption for clients and simplifies the process for advisors,” said ob Sechan, Co-Founder and CEO of NewEdge Wealth.
Meanwhile, at Raymond James & Associates, financial advisor Seth Diamond, CFP, CLTC, AWMA, has joined in Glastonbury, Connecticut having built a $150 million AUM practice with Janney Montgomery Scott
Before his 11 years with Janney, Diamond’s 30 year career included Shearson Lehman Brothers where he began his career in 1982.
Other recent advisor moves include new additions at Osaic, Wells Fargo, and Sanctuary.
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