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FUNDRAISING NEWS | December 02, 2024
Tags: Personnel, Financial Advisor Move
Raymond James announced it has added Brad Jessen to the Fort Meyers, FL-based team of its employee advisor channel Raymond James & Associates.
Prior to the appointment, Jessen worked at Edward Jones, where he managed $105M in client assets. As Jessen Wealth Consulting of Raymond James, Jessen will advise retirees, individuals, families and family offices.
Jessen marks the latest addition to the RayJay team from Edward Jones in the space of a week. As previously reported by Dakota, Raymond James recently recruited El Dorado, AR-based advisor Thomas Watts, who managed $150M in client assets, and advisor team Brian Harmon and David Brown in Vancouver, WA, who managed $190M in total client assets.
Written By: Dakota
December 20, 2024
November 09, 2022
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