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.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
