Edwards Fitzpatrick Group moves from Raymond James & Associates to Janney Montgomery Scott with $3.3B in assets
Houston, TX
Summary
The Edwards Fitzpatrick Group, led by Sean Fitzpatrick and Jim Edwards with advisor Christin Simon, left Raymond James & Associates for Janney Montgomery Scott, opening Janney’s Houston office; AdvisorHub reports the team managed $3.3 billion.
Sources
8  GlobeNewswire | Janney Opens Houston Office with Four Financial Advisors as · October 16, 2026 |
 Janney | Janney Opens Houston Office with Four Financial Advisors as Firm Continues Growth in Texas · October 16, 2026 |
 Barron's | Janney Expands in Texas With Advisor Recruits Managing $3.3 Billion · October 16, 2026 |
 InvestmentNews | Janney adds $3.5B Texas team as Rockefeller also targets the Sun Belt · October 19, 2026 |
 AdvisorHub | Janney Plants Flag in Houston With $3.3 Billion Raymond James Team · October 16, 2026 |
 Wealth Management | Janney Adds $3.5B Houston-Based Team From Raymond James · October 16, 2026 |
 Financial Advisor IQ | $3.5B RayJay FA Team Bolts for Janney · October 19, 2026 |
 The Business Journals | Wealth firm Janney Montgomery Scott expands to Houston, hires - Houston Business Journal · October 22, 2026 |
More arrivals at Janney Montgomery Scott
Full profile → Christopher Manimbo Edward Jones
· October 30, 2026 $250M Lance Murphy Raymond James & Associates
· October 16, 2026 $200M Todd Phelan Cambridge
· September 18, 2026 $125M Madura Private Wealth Group Wells Fargo Advisors
· September 9, 2026 $420M Jenna R. Fiore Wells Fargo Advisors
· August 24, 2026 $150M