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FUNDRAISING NEWS | September 30, 2024
Tags: Personnel, Financial Advisor Move
A New York team with $2B in managed client assets has moved to Wells Fargo Advisors from JP Morgan Advisors, according to September 27 media reports.
The Canell Group is headed by brothers Jay and Neil Canell with two other Managing Directors, Justin Dembo and Jake Klarberg, in a 17-person team of six advisors and 11 support staff. The group joins Wells Fargo’s New York City office on Park Avenue, Manhattan as part of the wirehouse’s private client group.
Wells Fargo’s wealth and investment management division services approximately $2T in managed assets.
Written By: Dakota
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