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Custodial Transition of Your JFG Wealth Account(s)

Sent on March 19, 2022

As noted in our initial communication earlier this year, we are excited about our new strategic relationship with BNY Mellon | Pershing. We are confident they will help us continue delivering the highest level of service and expertise to you.

As we continue to make progress with the transition, there are several key updates we want you to be aware of: 
  • Please know that your relationship with Johnson Financial Group will not change. You will continue to work with the advisors you know and trust. 
  • We want to introduce our client resource page. We will use this page to post updates on the transition, including frequently asked questions, key benefits of the transition and a timeline.
  • More details on the transition timeline are forthcoming.
We will continue to communicate over the coming months to ensure a smooth transition with as minimal disruption as possible. As always, please reach out to us should you have any questions or concerns.