People Moves
Wells Fargo Advisors Recruits $185 Million Team From Morgan Stanley In California
The Jacobson, Hare and Hoelzel Group has joined Wells Fargo Advisors in Woodland Hills, CA, from Morgan Stanley.
The Jacobson, Hare and Hoelzel Group has joined Wells Fargo Advisors 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.
