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FUNDRAISING NEWS | August 14, 2024

Joanna Knieberg Shifts to RayJay

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Raymond James & Associates has hired financial advisor Joanna Knieberg from J.P. Morgan in Frisco, Texas. Knieberg managed over $150 million in assets for business owners, corporate executives, families, and individuals at J.P. Morgan. Now, she will continue to serve similar clients under the banner of Knieberg Wealth Strategies of Raymond James at RJA’s Frisco branch. 

Knieberg started her financial services career in 2004 at Wells Fargo in San Francisco. She later worked at Valic Financial Advisors and AXA Advisors before joining Chase Investment Services in Irving, Texas, in 2011. The following year, she registered with J.P. Morgan Securities. Raymond James highlighted Knieberg’s extensive experience and client-focused approach as key assets for their team.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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