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Who's Moving Where In Wealth Management? Raymond James

Editorial Staff

1 November 2018

Raymond James has recruited financial advisor Judy T Ross, AAMS® and her colleagues to join its independent broker/dealer business, Raymond James Financial Services. She is based in Woodstock, Georgia.

Ross operates as J Thompson Ross Investments and joins the firm from Wells Fargo Financial Network, where she previously managed about $245 million in client assets. Joining her at Raymond James are Daren Sexton, director of portfolio management for J Thompson Ross Investments and RJFS senior registered associate; Patricia Hayton, director of client services; and Lauren Richert, client service associate.

A financial advisor for more than 25 years, Ross began her career at First Union Brokerage Services, moving to AG Edwards & Sons in 2001 and remaining with the firm through the acquisition by Wells Fargo. She founded her independent practice at Wells Fargo FiNet in 2010.

Prior to her career as an advisor, Ross worked in consumer and business banking divisions for 12 years.

Sexton began his financial services career 10 years ago at Colonial Brokerage. He moved to Wells Fargo FiNet in 2010 and joined J Thompson Ross Investments, serving as portfolio administrator.

Hayton has 20 years of financial services experience at many firms including Merrill Lynch and UBS. In 2010, she joined J Thompson Ross Investments. Prior to her financial services career, she served in the US Navy for 10 years.

Richert recently joined J Thompson Ross Investments in 2018, following a career in accounting and collections.

J Thompson Investments is not a registered broker/dealer, and is independent of Raymond James Financial Services.