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FUNDRAISING NEWS | November 26, 2024

Avantax Lands $143M Chicagoland Advisor from Edward Jones

Tags: Personnel, Financial Advisor Move

Cetera Holdings’ Avantax division announced that it has recruited metro Chicago advisor Andrew Erickson from Edward Jones, where he managed $143M in client assets. 

Erickson will operate as ClearGuide Wealth for Avantax, providing tax-focused wealth management services. He is the eleventh advisor to join Avantax in the past two months, with the previous ten operating out of California, New York, Iowa, Pennsylvania, and South Carolina.

Source: https://www.businesswire.com/news/home/20241126807170/en/Avantax-Welcomes-Independent-Financial-Advisor-Andrew-Erickson

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