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The Daily Brief

Raymond James Nets Four New Practices in Georgia

Raymond James recruited the firms, which collectively manage $550 million, from Wells Fargo Advisors.

Raymond James announced the recruitment of four Wells Fargo Advisors’ entities, collectively managing $550 million in client assets and representing $2.7 million in annual production. The financial advisors are all located in Roswell, Ga. 

Broadway Financial Group, Evens Wealth Management, Nuzum Wealth Management and Perkins Wealth Strategies will be joining the independent broker/dealer, bringing decades of cumulative advising experience.

In explaining the move, Jim Broadway Sr., senior partner at Broadway Financial Group cited the independence offered by Raymond James, as well as the b/d’s focus on the wealth management business and the client and advisor support. Broadway Sr. worked at A.G. Edwards before it was acquired by Wells Fargo, which recognized his accomplishments by awarding him a Premier Advisor designation. He began his career 34 years ago and was joined in his practice by his son, Jim Broadway Jr., in 2014.

Evens Wealth Management and Perkins Wealth Strategies also began at A.G. Edwards, before they were acquired by Wells Fargo. They have 30 and 36 years of experience, respectively. Nuzum Wealth Management started with Morgan Stanley in 1996, joining A.G. Edwards in 2005 and staying on after it changed ownership to Wells Fargo Advisors.

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