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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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