Advisors with a combined $173 million in client assets have moved their business to Wells Fargo Advisors Financial Network, the firm says.
Former Edward Jones advisors Jay and Brooke Moore, a husband-and-wife team based out of Cleburne, Texas, left the firm to open an independent practice with FiNet, the firm says. They oversee $92 million in AUM, according to Wells Fargo.
Jay Moore joined the industry with Edward Jones in 1997, according to FINRA. His wife, Brooke Moore, began her securities career with Edward Jones in 2010, BrokerCheck records show.
Wells Fargo also announced that Parkland Securities advisor Susan Zwiebel has also moved to the independent side of the firm with Trailhead Wealth Management in Louisville, Colo., according to Wells Fargo. Zwiebel manages $18 million in client assets, FiNet says.
After getting her industry start with Consolidated Investment Services in 1992, Zwiebel worked for Royal Alliance, National Planning, Princor Financial Services, Elite Investments, Multi-Financial Securities and Money Concepts, FINRA says.
The firm also announced that former NEXT Financial Advisor Jeff Kercorian has opened an independent practice with FiNet in Troy, Mich. Kercorian manages more than $63 million in AUM, according to FiNet. Prior to NEXT Financial, he worked with Merrill Lynch, Charles Schwab and Fidelity, BrokerCheck says.
FiNet recently added an ex-Morgan Stanley advisor that oversaw more than $156 million in AUM.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access