Four Texas advisers who collectively manage $567 million have affiliated with the independent unit of Raymond James.
Steve Jumper and his associates Carla Hancock and Marti Hall, who operate as Jumper & Associates Financial Services, had managed $121 million at Wells Fargo in Texarkana. Jumper has 30 years experience, according to his BrokerCheck profile, and had been affiliated with Wells Fargo since 2015, after starting at Edward Jones in 1991.
William Pettit, who managed $151 million at Wells Fargo, is based in El Paso. According to BrokerCheck, he'd been with Wells Fargo since 1998.
Tim Wilson and Joseph Logsdon, based in Lewisville, were formerly affiliated with LPL Financial and manage approximately $295 million. Wilson had been affiliated with LPL since 2003 and Logsdon since 2005, according to BrokerCheck.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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