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Wells Fargo Advisors Recruits $185 Million Team From Morgan Stanley In California
Eliane Chavagnon
26 November 2013
The Jacobson, Hare and Hoelzel Group has
joined in Woodland Hills, CA, from Morgan Stanley. The group consists of financial
advisors Andrew Jacobson, Shawn Hare and Gregory Hoelzel - all senior vice
presidents of investments. Combined, they have $185 million in
assets under management, production of $2.2 million and 49 years of experience
in the industry. They bring with them a financial advisor-in-training
Andrea Koerte; senior registered client associate Maribel Cobian; and client
associate Rose Tran. They report to branch manager Kevin Friedman.