The team joins Janney with over three decades of experience in the industry.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of The Morris Jerkovich Group in Bedminster, New Jersey. The team was formerly associated with UBS.
The team is led by Financial Advisors John Morris, Executive Vice President/Wealth Management and Matthew Jerkovich, First Vice President/Wealth Management. They are also joined by Christine Taylor, Senior Registered Private Client Associate.
“We’re pleased to welcome this experienced team to Janney as we continue our reputation as a destination for leading advisors seeking an entrepreneurial and client-focused culture,” said Larry Ennis, Complex Manager. “We look forward to supporting them as they continue to provide individualized service to their clients.”
About The Morris Jerkovich Group
- John Morris, Executive Vice President/Wealth Management, Financial Advisor. John joins Janney with over 30 years of experience in the financial services industry. He focuses on portfolio management and estate planning for individuals and families to help them secure their financial future. Prior to joining UBS in 2011, John spent time at Merrill Lynch and Morgan Stanley Smith Barney.
- Matthew Jerkovich, First Vice President/Wealth Management, Financial Advisor. Matthew brings over 25 years of experience in the financial services industry to Janney. His main focus is on overall wealth planning, with a specific focus on estate planning and working with small business owners to understand their particular needs and objectives. Matthew began his career in the financial services in 1996 as an institutional fixed income salesperson at ICAP. In 2009, he transitioned into wealth management with Morgan Stanley Smith Barney and joined UBS in 2011.
- Christine Taylor, Senior Registered Private Client Associate. Christine has an extensive knowledge of the financial services industry, and a dedication to taking meticulous care of the concerns of individuals and families. This enables her to offer comprehensive personal service to the team’s clients and valuable support to the team.