$1B Advisor Heads to Wells Fargo FiNet from UBS

Center Street Capital Advisors, an existing practice affiliated with Wells Fargo’s independent Financial Network channel, has welcomed Stephen Jurist and his team.

Boca Raton, FL–based Center Street is adding the four-person group at Jurist Private Wealth, of which Jurist is the managing director and partner.

Jurist has 27 years of industry expertise and managed more than $1 billion in client assets while at UBS. According to his BrokerCheck record, he began his career with Dean Witter Reynolds in 1997, then moved to Morgan Stanley’s Smith Barney predecessor in 2000, and finally departed Morgan Stanley for UBS in 2013.

“Stephen has demonstrated an unmatched commitment to providing The Jurist Private Wealth clients with a modern, forward-thinking and robust solution,” said Gary Wayne, co-founder and managing partner of Center Street.

Center Street launched in May 2022 and as of August of this year oversaw $4.3 billion in client assets under management.

“Center Street Capital Advisors is one of the largest practices on the FiNet platform, and it’s exciting to see their continued success as they’ve expanded into new markets,” said John Tyers, president of Wells’ FiNet. “Stephen is an exceptional advisor and I’m thrilled he’s chosen to grow his practice with support from Center Street while gaining the benefits of independence.”