July 31, 2019
By Ian Wenik
Sanctuary Wealth has added a former UBS broker in San Francisco to its platform.
Courtney Jones left the wirehouse on Friday to found Credo Wealth Management, according to her Securities and Exchange Commission (SEC) registration details. AdvisorHub first reported Jones’ breakaway.
Jones managed around $100 million while at the wirehouse, Sanctuary Wealth said.
‘Sanctuary Wealth provides both the infrastructure Credo needs for the day-to-day and the support and guidance that empowers us to live up to our name far into the future,’ Jones said.