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Practice Management > Building Your Business

Wells Fargo Advisors Adds $700M JPMorgan Duo in Tulsa

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Wells Fargo Advisors (WFC) says it has recruited two financial advisors from JPMorgan (JPM), who have managed more than $700 million in brokerage and banking client assets.

The Anderson Remchuck Wealth Management Group, consisting of financial advisors Laurisa Anderson and Steven Remchuk, are now part of WFA in Tulsa, Oklahoma. They joined the firm on Aug. 19 and report to John Gero, Tulsa branch manager for Wells Fargo Advisors.

Anderson got her start in the business 17 years ago at Bosc Inc. in Tulsa; she began work at JPMorgan in 2009. Remchuk first worked in the industry in 1983 at E.F. Hutton and was hired by JPMorgan Securities (JPM) in 2006.

In addition, Kenneth Ibbetson has moved to Wells Fargo Advisors in Brea, California, from Morgan Stanley, where he most recently managed over $100 million in client assets. He now reports to Alan Hall, WFA’s Anaheim complex manager.

Ibbetson began work in the business at Citigroup (C) in 2001 and shifted to Morgan Stanley in 2009.

In mid-August, Wells Fargo said it appointed David Kowach as the new head of WFA.

The announcement came one month after the prior head of the advisor group, Mary Mack, was tapped to lead Wells Fargo’s retail bank group. Wells Fargo Advisors has about $1.5 trillion in client assets and some 15,000 financial advisors.


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