DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | August 27, 2024

Kingsview Partners Welcomes Edward Jones FA Duo

Tags:

Kingsview Partners has recruited financial advisors Josh Farley and Alisha Warren from Edward Jones, establishing a new presence in Mt. Carmel, Illinois. 

Farley, who began his career with Edward Jones in 2001, brings extensive experience as an Accredited Asset Management Specialist (AAMS®), focusing on helping clients achieve their financial goals. Warren, with over a decade at Edward Jones, became a registered broker and investment advisor in 2022, and her background includes roles in human resources, OSHA safety coordination, and tax accounting. 

Their move to Kingsview reflects the growing trend of advisor attrition at Edward Jones, which recently reported a 5.3% turnover rate. Both advisors are committed to serving their clients and leveraging their diverse experiences in their new roles. This transition highlights Kingsview's strategy to expand by attracting seasoned professionals from established firms.

To view the press release, click here.

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy