Who's Moving Where In Wealth Management? – Raymond James, Kingswood US

Editorial Staff

11 January 2022

Raymond James
, a network of wealth management firms that oversees more than $3 billion in client assets, has recruited seven financial advisors who collectively oversee $295 million in total client assets.

The advisors are Donald Kuhs, of Austin, Texas with $120 million in total client assets; Paul Lee and Namhee Park, of Fullerton, California, with $82 million in total client assets; Barry Waxler, of San Diego, California, doing business as Universal Financial Consultants, with $35 million in total client assets; Anthony Nardi, of Rye Brook, New York, with $30 million in total client assets; and Cynthia A Pulver and John David Jensen, of American Fork, Utah, with $28 million in total client assets.

Based in New York, Kingswood US includes two SEC-registered RIAs – Kingswood Wealth Advisors and Benchmark Advisory Services – and two FINRA-licensed broker-dealers – Kingswood Capital Partners and Benchmark Investments – that collectively support more than 200 financial advisors.