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The quintet is the latest to join the bank’s unit catering to wealthy clients.
February 18 -
The advisors join the bank following a major reorganization of its wealth management business.
February 3 -
The new recruits expand the firm’s presence in New York.
January 27 -
The bank is an aggressive recruiter of HNW and UHNW talent.
January 17 -
The Chase Wealth Management and J.P. Morgan Securities operations will become one unit with $400 billion in assets.
December 12 -
Advisors keep fleeing the wirehouses but given a fair deal, established RIAs make a good landing pad, observers say.
November 7 -
It’s the sixth team to join JPMorgan Chase’s boutique brokerage in 2019.
October 31 -
The team, featuring three industry veterans, has opened a new Washington office.
October 1 -
The bank has been courting wirehouse talent, but took a hit when a top team quit in June.
August 14 -
The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22