12 Wirehouse Reps Move to Janney in Q1

Also, Janney recently opened new branch locations in Duluth, Georgia, and Richmond, Virginia. Overall, it had about $115 billion in assets under advisement as of March 31.

The recruited advisors, their level of client assets and former firms are as follows:  

• Steven Fox of Fox Wealth Management in Upper Saddle River, New Jersey, $129 million, Morgan Stanley;
• Allen Kiessling, Courtney Kasenchak and J.R. Confer of the Kiessling Group in Williamsport, Pennsylvania, $304 million, Merrill Lynch;
• Scott Phelan and Kevin Myers of the Phelan and Myers Wealth Management Group in Atlanta, $473 million, Morgan Stanley;
• Mark Foley of Boston, $120 million, Wells Fargo;
• Matthew Levy of York, Pennsylvania, $200 million, Merrill Lynch;
• Craig Lewis of Boston, $300 million, UBS;
• Theodore Papadopoulos of Garden City, New York, $363 million, UBS;
• Noel Simons of Charlotte, North Carolina, $110 million, Wells Fargo; and
• William Simpson of Stuart, Florida, $50 million, Morgan Stanley.