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.”
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
