JPMorgan Chase
JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4 trillion in assets. It is organized into four major segmentsconsumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.
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The advisors join the bank following a major reorganization of its wealth management business.
February 3 -
An arbitration panel rejected efforts to impose a permanent injunction against a broker who left for Raymond James.
January 30 -
The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16 -
Fueled by a rebound in trading, especially in fixed income, the company said profit jumped 21% in the fourth quarter.
January 15 -
The flood of new money has made the area one of the world’s hottest — and most competitive — wealth markets.
January 13 -
The Chase Wealth Management and J.P. Morgan Securities operations will become one unit with $400 billion in assets.
December 12 -
Judge temporarily barred the advisor from soliciting former clients ahead of a FINRA arbitration hearing.
November 26 -
The bank has filed similar lawsuits this year over alleged non-solicitation violations against advisors who departed for competitors.
November 7 -
The dispute involves dueling claims of fiduciary responsibilities.
October 30 -
The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.
October 28
