The four advisors are joining Pinnacle Financial Partners, which is affiliated with the large broker/dealer, and will serve clients in states that include Virginia, Georgia and the Carolinas.
Roger Nils-Jonas Karlsson was extradited to the United States from Thailand last year by the Department of Justice and is accused of targeting thousands of investors with a phony investment offering.
Julius Baer has closed or sold four offices in the Americas since 2019, but is growing in Brazil, Mexico, Chile and Colombia, where it’s considering acquisitions, strategic alliances and joint ventures.