Advisers John Morris and Matthew Jerkovich, who managed $210 million at UBS in Warren, New Jersey, have joined the Bedminster, New Jersey, office of Janney Montgomery Scott.
Morris focuses on portfolio management and estate planning for individuals and families. Jerkovich's main focus is on overall wealth planning, with a specific focus on estate planning and working with small business owners. The two advisers had been with UBS since 2011, Janney Montgomery said in a press release.
Joining in the Morris Jerkovich Group's move is Christine Taylor, their registered assistant.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
