People Moves

JHS Capital Advisors Appoints Female Business Specialist To Tampa HQ

Harriet Davies Editor - Family Wealth Report 5 September 2012

JHS Capital Advisors Appoints Female Business Specialist To Tampa HQ

JHS Capital Advisors, a dual-registered broker/dealer and RIA, has hired Katie White as a vice president, financial advisor.

White manages $40 million in client assets and joins from Wells Fargo. She will be based in the firm’s Tampa, FL, headquarters, from where she will work with an emphasis on female business owners on issues such as divorce and retirement planning.

In earlier news, in August the firm brought in Steven Lofquist as a first vice president, financial advisor, who also manages around $40 million in client assets and joined JHS’s Leawood, KS, office. He joined from RBC Wealth Management, where he was a vice president for three years. Before RBC, he spent 23 years at Smith Barney.

Also in August, the firm moved to bigger premises in Portland, OR, to house 20 staff, and linked up with Socialware to enable its advisors to use social media to grow their businesses.

It was founded in 2009 by John Sykes and is a subsidiary of JHS Capital Holdings.

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