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FUNDRAISING NEWS | September 24, 2024

Report: $210M Merrill FA Returns to Edward Jones

Tags: Financial Advisor Move

An advisor from Merrill Lynch Wealth Management has rejoined Edward Jones since leaving the firm in 2014, according to multiple industry media reports. 

Brandon Whaley managed $210M in client assets at Merrill Lynch, and had previously worked as private client advisor for JP Morgan. He has over 11 years of wealth management experience which began at Edward Jones in 2012, where he now returns as part of the firm’s Southeast Division in Jacksonville, FL, according to LinkedIn.  

Per Dakota data, Edward Jones oversees approximately $1.6T in assets and has more than 19,000 financial advisors serving over seven million clients.

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Written By: Dakota

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