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.
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
