Raymond James 1099

Published WirehouseHUB stories filed under Raymond James 1099.

• Patrick Rowland & Jacob Sullivan Exit Wells Fargo FiNet, Bring $744M Practice to &Partners

  &Partners is systematically pulling established wirehouse and FiNet practices by offering full independence without the infrastructure headaches. If you're eyeing the exit from Wells Fargo's network, this is the template: stage an internal move first, test the independent model, then cut the cord entirely.

• Harold 'Red' Le Sage Jr., Jeanette Mattiza & Madison Maggard Launch Le Sage Mattiza Maggard Wealth Management at Raymond James

  Raymond James is winning breakaway talent by offering the employee-channel structure wirehouses provide plus the brand flexibility and client-service autonomy that wirehouses can't match — a combination worth evaluating before your next contract renewal.

• Crown Legacy Wealth Exits Wells Fargo with $838M, Joining &Partners' Pacific Northwest Blitz

  &Partners is executing a systematic extraction of large Wells Fargo teams. If you're managing north of $500M at a wirehouse, your firm's retention desk is already under pressure — and your phone is about to ring.