Advisors Chase Johnson and Anthony Perez Join Wells Fargo's FiNet Network
1 report, 1 independent
Updated Oct 8
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What happened
Anthony Perez's Orchard Financial Group affiliated with FiNet, the independent contractor channel of Wells Fargo Advisors. This move included financial advisors Chase Johnson, Audrey Schmedes, Eric Smutko, Michael Kawase, Devin Marshall, Kristie Liuag, and others. The practice joined FiNet after being part of Ameriprise.
From investmentnews.com
Why it matters
The recruitment of this practice is part of a broader effort by Wells Fargo Advisors to deepen its recruiting push across both employee and independent channels. This activity follows years of net advisor losses reported by the Diamond Consultants Financial Advisor Transition Report for 2025.
From investmentnews.com
Who's involved
- Chase JohnsonFinancial advisor joining the FiNet network
- Anthony PerezLeader of Orchard Financial Group, which affiliated with FiNet
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The entities involved
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Chase Johnson
American businessperson
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