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FUNDRAISING NEWS | December 03, 2024

RayJay Nabs $190M SoCal Advisor from Morgan Stanley

Tags: Personnel, Financial Advisor Move

Raymond James has added Santa Barbara, CA-based advisor Justin Pearlman to its employee advisor channel from Morgan Stanley, where he managed approximately $190M in client assets. 

Pearlman will operate as Pearlman Wealth Management of Raymond James and is joined by client service associate Paxson Russell. He brings over 21 years of experience to his new role as senior vice president of wealth management and began his career at Citigroup in 2003. Pearlman most recently served as an advisor at Morgan Stanley for 15 years. 

Source: https://www.raymondjames.com/advisor-opportunities/press-releases/2024/12/03/raymond-james-welcomes-advisor-in-santa-barbara-california-managing-$190-million

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