Wealth advisor Jon Connell leaves Edward Jones to join Seven Bridges in Saratoga Springs o

Seven Bridges Wealth Advisors appointed personnel move on June 18, 2026.

Primary

Seven Bridges Wealth Advisors

Structure

personnel move

Date

June 18, 2026

Sub-sector

Wealthtech

While this signals consolidation pressure in wealth advisory, it's a single advisor movement at a small regional firm—not indicative of sector-wide M&A trends relevant to sub-$250M

Primary company

Seven Bridges Wealth Advisors

Counterparty

Not disclosed

Amount

Not disclosed

Event date

June 18, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

personnel move

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com