Addison Avenue Investment Services, the investment program of First Tech Federal Credit Union, has transferred to Raymond James as its broker-dealer. Addison Avenue initially launched in 1998 to serve the investment needs of Hewlett-Packard employees. And since then, it has grown to include 30 advisors who cover 38 branches in eight states and manage a total of $2.2 billion in assets.
“We have been talking with Raymond James for some time now,” said Scott Jenner, Addison Avenue’s president, CEO and program manager, in a press release. “And beyond the depth of resources and services they offer, I have been most impressed with their home office associates. They have demonstrated a sincere dedication to serving our needs and making this transition as smooth and successful as possible. I know both our advisors and their clients are going to enjoy this unparalleled level of client service.”
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