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Wells Fargo Grabs Former Morgan Stanley Advisors With $434M in Combined AUM
A team and solo practitioner made the jump between wirehouses.

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Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

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Credit Suisse lost advisors managing a combined $4.1 billion in assets to J.P. Morgan and William Blair. Meanwhile, a Wells Fargo team that had over $2 million in annual fees and commissions left the wirehouse for Raymond James.

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