Paulson Investment Bellevue Office Transitions to JHS Capital Advisors

The following information is from JHS Capital Advisors:

JHS Capital Advisors, a Registered Securities Broker Dealer and Registered Investment Advisor, announced on April 17, the successful transition of a Bellevue-based team of eleven advisors, into its organization following the recent acquisition of Paulson Investment Company, Inc. (Paulson). Over the past 15 months, JHS has experienced a four-fold increase in client assets to $3.2 billion. In addition, JHS has increased its number of financial advisors to 170 in 55 offices across the U.S. 

“At JHS, we have always made it our mission to stay true to our core values by placing our clients first,” said Scott J. Bendert, JHS President and Chief Executive Officer.  “We attribute our exceptional growth over the past year to our relentless commitment to hands-on, personal service and to our unyielding support to our advisors and their clients. The Paulson retail business acquisition is another significant driver of the firm’s growth from both a personnel and geographic standpoint. The joining of JHS and Paulson retail business is a perfect example of two firms unified in the vision that the needs and interests of both advisors and clients come first.” 

“The core values within the JHS family – listening to clients, valuing their unique perspectives and histories and putting their interests first – mirror those that my colleaguesand I have practiced for 20 years, " stated Brian DiJulio, branch manager and financial advisor at JHS's new Bellevue, Washington office. "We think this is an ideal union that will enable us to better serve our clients’ needs in many ways."

“The Paulson retail business acquisition becomes one of the many stories that contribute to the culture of JHS,” said Eileen Canady, Vice President of Strategic Development at JHS Capital Holdings. “Each story is unique, each life is different and we believe each one deserves our utmost focus, dedication, and loyalty regardless of the size or scale of the account.”

Seventy advisors from Paulson are joining JHS from across the country and the advisors joining DiJulio in Bellevue and the Puget Sound area are: Sara Anderson, Vonie Bright, Bradley DiJulio, Michael Filer, Eugene Gregory, Jr., Adam Levy, William Levy, Mel McMillan, David Stitt and Donald Zwiebel, with over 130 years of combined experience in the industry.

“We believe we are uniquely positioned on one side of an emerging dividing line within the industry,” said Frank McPartland, Chief Operating Officer of JHS,  “between those increasingly using automation, self-service and call centers, versus those committed to the traditions of personalized financial advice where advisors take the time to intimately know their clients’ history, family and aspirations.  We believe our growth trajectory over the past year shows that advisors across the country are realizing that joining JHS provides them with the ability to spend more time focusing on their clients’ needs.”    

With the continued implementation of the Dodd-Frank Act, many small independent broker-dealers have found it challenging to maintain the costs to comply with the new regulations.   “At JHS, we provide fully integrated back office solutions through our central compliance and supervision departments, which allow our advisors to spend their time and resources on client retention and business growth,” said McPartland.