Lance Murphy, an adviser who managed $207 million in assets at Edward Jones, is joining Raymond James & Associates, the employee channel of Raymond James, the firm announced. Murphy, who’s based in Houston, has 26 years of experience, much of ...

Jennifer Main, who managed $220 million at Edward Jones in Oskaloosa, Iowa, has joined Raymond James & Associates – the employee adviser channel of Raymond James. Main, along with her two associates, operates as Main Wealth Management of Raymond James. She had ...

Matt Vanden Heuvel, who managed $460 million at RBC Capital Markets in Appleton, Wisconsin, has moved to Raymond James & Associates, the firm’s employee advisor channel. He was joined in the move by senior investment portfolio analyst Jenna Mielke and ...

Two advisory teams in Idaho, collectively managing $648 million, have joined the employee channel of Raymond James. Christine Satterfield and Harry Tharp managed $341 million at Wells Fargo in Boise, Idaho. Satterfield began her career 24 years ago with Merrill ...

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 ...

Raymond James announced Monday that the Clauss & Ellison Group, a team of three advisers that had managed $670 million in assets at Merrill Lynch, has joined its employee advisor channel. The group, which is based in Greenville, South Carolina, ...

Robbie Moseley has joined Raymond James to head its recruiting platform, Advisor Choice Recruiting, the firm announced Monday. Moseley succeeds Barry Papa, who died in March. Moseley most recently worked at Edward Jones, where he served as director of financial ...

Francine Payson and Tarek Salhab, who managed $215 million at Merrill Lynch in Fort Myers, Florida, have joined the employee unit of Raymond James. The two were joined in the move by client service associates Gail Siebenmorgen and Lynda Demarco. ...

Bryan Sweet and his team in Fairmont and Jackson, Minnesota, have left Raymond James where they managed $875 million and become a registered investment advisory firm. Known as Sweet Financial Partners, the firm joined Dynasty Financial Partners Network. Sweet, who ...

A Merrill Lynch team managing $216 million has moved to the employee unit of Raymond James in Manalapan, New Jersey. Gus Fingado, a 37-year veteran of Merrill Lynch, and Matthew Walter, who has 32 years of experience as an adviser ...