Former Wells Fargo Advisors Team Launches $600M RIA Firm
A former Wells Fargo Advisors team, led by John Toman, has launched JET Wealth Advisors, a $600 million registered investment advisor. The team sought greater control over client offerings, technology, and operations, opting for a full RIA model. The move highlights growing trends of advisors seeking independence.
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Topics: financial advisors firm independence investment management RIA launch Wells Fargo Advisors