Advisers managing $386 million move to Wells Fargo

Advisers managing $386 million move to Wells Fargo
Jesse Rodriquez moves over from UBS, while R Carson leaves Edward Jones. Both join Wells Fargo Advisors Financial Network
MAR 19, 2020

Jesse Rodriquez, who managed $326 million at UBS in Newport Beach, Calif., has left the firm and formed Rodriquez Wealth Management. The independent practice has affiliated with Wells Fargo Advisors Financial Network.

A veteran wirehouse adviser, Mr. Rodriquez began his career in 1996 at Smith Barney, moved to Merrill Lynch in 2006 then to UBS in 2011.

Also affiliating with FiNet is R Carson, who managed $60 million at Edward Jones. He has formed Jeller Wealth Management in Chicago. Mr. Carson was with Edward Jones for 12 years.

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