Edward Jones advisor managing $256 million joins Raymond James

Edward Jones advisor managing $256 million joins Raymond James
Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.
JAN 10, 2023

Bryan Cernicek, who managed about $256 million in client assets at Edward Jones, has moved to Raymond James & Associates, the firm's employee advisor channel, in St. Louis.

Cernicek, who became an advisor at Edward Jones in 1999, leads the Cernicek wealth management team, which includes senior client service associate Lisa Church. Together they provide wealth management services to clients including business owners, families and individuals planning for or living in retirement.

“I felt strongly that I needed more flexibility when working with my clients,” Cernicek, senior vice president of investments, said in a statement.Raymond James stood out due to the flexibility it offers advisors, unique service offerings, technology and commitment to client success.”

Latest News

 Younger Americans fear AI's retirement impact, Thrivent finds
Younger Americans fear AI's retirement impact, Thrivent finds

AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds

FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches
FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches

It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.

Wells Fargo touts AI Teammate to streamline advisors’ workloads
Wells Fargo touts AI Teammate to streamline advisors’ workloads

AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.

Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum
Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum

Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.

The exit planning conversations advisors need to have with business owners
The exit planning conversations advisors need to have with business owners

Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

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