Wells Fargo reps managing $280 million move to Stifel

Brokers join firm in Macon, Ga., Greensboro, N.C., and Brevard, N.C.
OCT 15, 2019
Four registered representatives who collectively managed $280 million at Wells Fargo Advisors have moved to Stifel Nicolaus & Co. in the Southeast. [More:See more adviser moves in InvestmentNews' Advisers on the Move database.] Jason Jungberg and Michael Ketterbaugh, who managed $135 million, have joined the Macon, Ga., office of the firm. There, they are establishing a new partnership with long-time Stifel adviser Robert Chanin. [Recommended video:Aaron Klein: New tools will help investors trade through the Riskalyze lens] In Greensboro, N.C., Chip Pegram has joined the firm. He was responsible for $93 million in client assets at Wells Fargo. Register today for our Future of Financial Advice event on Nov. 20. Michael Boulos, who joined Stifel's Brevard, N.C., office managed $52 million in client assets at Wells Fargo.

Latest News

Trio of advisors switch for 'Happier' times at LPL Financial
Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound