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Raymond James states that three teams of advisers have joined its independent advisor channel since Wells fargo and LPL Financial.

Steve rider, Guillaume Pettit, Joseph Logsdon and Tim wilson we’re joining Raymond James Financial Services in Texas.

Jumper, which operates Texarkana, Texas Jumper & Associ̩s Financial Services, joined Wells Fargo, where he had $ 121 million in client assets, according to Raymond James. The practice Рwhich specializes in serving retirees, individuals and families Рincludes customer service associates Carla Hancock and Marti room, says Raymond James.

Jumper has over 30 years of experience in the industry, starting his career in 1991 with Edward jones before joining Wells Fargo in 2015, according to his BrokerCheck file.

He says he was motivated to take the step because of Raymond James’ culture.

“The customer-centric culture at Raymond James has made them the best choice for our practice. The firm as a whole aims to provide the freedom and resources to help us make the right decisions for our clients, ”Jumper said in a statement.

Pettit also joined Wells Fargo, where he had $ 151 million in client assets, according to Raymond James. Pettit, based in El Paso, Texas, has 23 years of experience in financial planning and investment management and serves a variety of clients including business owners, executives, healthcare professionals. , retirees, families and individuals, said Raymond James. He registered with Wells Fargo in 1998 and remained with the company until he moved to Raymond James, according to his BrokerCheck file.

Infrastructure and technology are among the reasons Pettit made the leap to Raymond James.

“It was important for me to find a home that was friendly to all the varied needs of my clients. Raymond James quickly rose to the top of my list, having the infrastructure and technology that would allow me to transition with my clients and continue to work in their best interests, ”Pettit said in a statement.

Logsdon and Wilson, who operate Lewisville, Texas Logsdon Wilson Wealth Advisors, joined LPL, where they had $ 295 million in client assets. The practice specializes in serving healthcare professionals, retirees, people experiencing sudden wealth, families and individuals, according to Raymond James.

The size and scale appealed to Raymond James’ two advisers.

“We chose to affiliate with Raymond James because of its size and scale, as well as its strong investment platform and technology. We believe Raymond James will be a great choice for our clients and the firm, and a great partner for the future, ”Logsdon said in a statement.

Logsdon started in the industry in 2003 when he registered with Merrill Lynch, then joined LPL in 2005 before joining Raymond James, according to his BrokerCheck file.

“As one of the nation’s largest independent financial services firms, Raymond James provides a platform where we can continue our tradition of delivering high quality, personalized financial strategies to our clients,” Wilson said in a communicated.

Wilson started in the industry in 2001 when he registered with Primevest Financial Services, and has been registered with four companies, including LPL, according to its BrokerCheck file.


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