Wells Fargo has turned to JPMorgan for a prominent wealth management team with a presence on both coasts.
Processing Content
The Weikes Slattery Group, with $3.1 billion in client assets under management and $17 million in annual revenue production, arrived at Wells Fargo Advisors on Feb. 19. The team had formerly been affiliated with JPMorgan in New York City and also maintains offices in San Diego and Palo Alto, California.
Elizabeth "Liz" Weikes and John Slattery lead the Weikes Slattery Group, which recently joined Wells Fargo from JPMorgan.
Led by Elizabeth "Liz" Weikes and John Slattery, the Weikes Slattery Group also consists of Executive Director Joe Gillan, Vice President Kevin Eisenberg, Vice President Bernadette Bucchere and Clarke Eastman-Pinto, an associate. Weikes started her career at JPMorgan in 2009, and Slattery joined JPMorgan in 2018 after starting at Merrill in 1994 and moving through UBS, Smith Barney and Morgan Stanley.
The Weikes Slattery Group has won various industry recognitions over the years. Forbes named it one of the top private wealth management teams in 2025 and one of the best in-state private wealth teams in New York this year.
Weikes said in a statement, "Our move to Wells Fargo Advisors positions us to provide even greater flexibility, broader investment solutions, and enhanced support to meet the evolving needs of our clients." JPMorgan declined to comment.
JPMorgan reported in January that it had just over 4,000 private bank advisors, who work with wealthier clients, and over 10,000 client advisors. Wells Fargo has ceased publicly reporting its advisor headcount but has confirmed that the number is roughly 12,000.
Dan Shaw is Financial Planning's wirehouse and bank channel reporter, covering the intersection of wealth management, banking and brokerages. His... Read full bio
Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
