A UBS advisor producing nearly $1.3 million in annual revenues left the wirehouse for Raymond James & Associates.
Joel Feldman joined Raymond James last week in Conshohocken, Pa., where he reports to Rick Hartman, branch manager.
Feldman managed more than $188 million in assets while at UBS. He had been at the wirehouse since 1997, according to FINRA records. Feldman has been in the industry for 33 years, having started his career in 1982 with Tucker Anthony, a brokerage firm that was later acquired by RBC.
Also moving with Feldman is Ann Bender, senior registered sales associates. Together, they operate as Feldman Wealth Management of Raymond James.
Raymond James also this week announced Patrick Yates, a $1.1 producer from UBS, joined the regional firm in Louisville, Ky. Earlier in the month, a team with more than $185 million in AUM moved to Raymond James from RBC. Advisors Katherine Traver and Michael Gardner, opened a new Raymond James office in Manchester Village, Vt.
- $1.1M Producer Joins Raymond James From UBS
- Raymond James Grabs $185M Team From RBC
- Stifel Recruits RBC Advisor With $54M AUM