By Andrew Welsch
Wells Fargo's brokerage unit recruited another financial advisor team that oversaw $1.6 billion in client assets at UBS, adding to Wells Fargo's string of recent hires. The team, called AGT Private Wealth Group, joined Wells Fargo in Frisco, Texas on Friday.
Private wealth financial advisors Jay Arbetter, Jason Taraszki, Henry Jordan and Rusti Rogger joined Wells Fargo as managing directors. Also moving with the team are advisors Alec Jordan and Evan Taylor and eight support staff: Juan Villamizar, Scott Wolfe, Laurie Logan, Jana Sutherland, Carly Jordan, Brandon Vlk, Amber Heiden, and Keyla Crevier.
Arbetter is an industry veteran of more than 40 years experience, according to BrokerCheck, a public database maintained by industry self-regulatory organization Finra. He worked at Merrill Lynch from 1985 to 2013 when he left to join UBS. Taraszki also worked at Merrill from 2000 to 2013. Jordan joined UBS from AllianceBernstein in 2011. And Rogger started his career at UBS in 2005, according to BrokerCheck.
A representative for UBS was unavailable for immediate comment.
Wells Fargo has been striving to recruit more financial advisors as the company seeks to expand its wealth management business. In recent weeks, it hired two large teams in New York. The Taylor Group joined Wells Fargo from Morgan Stanley where the team managed nearly $6 billion in assets. And the Weikes Slattery Group joined Wells Fargo from J.P. Morgan Securities where the team managed $3.1 billion in client assets.
Wells Fargo's recent big hires were for its employee advisor unit, but the company has also had success attracting talent to its independent broker-dealer, known as Wells Fargo Advisors Financial Network, or FiNet.
During the bank's first-quarter earnings call in April, Chief Financial Officer Mike Santomassimo said FiNet recruited financial advisor teams managing $9 billion in client assets. He added that the company is also expanding its bank branch-based network of financial advisors. "That is a big opportunity, and we are in the early innings of seeing that business grow," Santomassimo said.
The company doesn't disclose advisor head count for its wealth management business.
Write to Andrew Welsch at andrew.welsch@barrons.com
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May 05, 2026 10:05 ET (14:05 GMT)
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