Team managing $285 million switches to Raymond James from Waddell & Reed
The trio of advisers operates as PDX Wealth Management in Lake Oswego, Ore.
A trio of advisers that operates as PDX Wealth Management in Lake Oswego, Ore., and manages $285 million has affiliated with Raymond James.
The three — Matt Jung, Daniel Dunham and Kim Laird — were previously affiliated with Waddell & Reed.
Joining them are Kevin Fredrickson, the firm’s head of training and planning, and Megan Layton, executive associate.
Jung had been affiliated with Waddell & Reed for 21 years, Dunham for 16 years and Laird for four years.
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