September 29, 2021
By Mason Braswell
A three-broker Merrill Lynch team that had generated around $3.1 million in trailing-12 month revenue in Wisconsin left the wirehouse on Tuesday to join Steward Partners, an independent firm that clears through Raymond James Financial Services.
The Mequon-based group is led by brokers John J. O’Hare II, 63, his son, John “JJ” O’Hare IIII, 34, and Gerald “Jerry” Jones, 57, and had overseen $420 million in client assets, the senior O’Hare said in an interview. The group, which also includes client associates Megan Roder and Amanda Sachs, began looking earlier this year and contacted a recruiting firm who placed them with Steward, he said.