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The relationship disintegrated because of a dispute about where to best place client trades.
October 17 -
It’s at least the fifth time this year that the bank is suing a former advisor for allegedly violating a non-solicitation agreement.
October 11 -
Earlier this year, Jason Kirkland was recognized for his “many contributions” to the firm.
October 10 -
A former employee suing the firm for racial discrimination says he was not properly notified of changes in how Morgan resolves disputes.
October 4 -
The firm had sued a former $660 million team that moved in September to Stifel.
October 1 -
The bank’s effort to show that the advisors violated non-solicitation agreements was “far from persuasive, never mind conclusive,” the judge ruled.
September 27 -
The advisors also reject the wirehouse’s claims they violated non-solicitation agreements.
September 25 -
The firm claims it is also missing important documents related to a large institutional client.
September 20 -
The advisors say they violated no contracts and took no confidential client information when they resigned from the bank.
September 17 -
This is the third such suit the bank has filed against former advisors in recent months.
September 11 -
The advisor, who penned a memoir about drug addiction, accuses the firm of wrongful termination.
September 6 -
The advisors agreed not to solicit clients and to return confidential information to the bank.
September 5 -
The lawsuit accused JPMorgan of sending white advisors to wealthier places while assigning black colleagues to less lucrative branches and denying them opportunities.
September 4 -
The two advisors have already transferred about $160 million in client assets, according to their former employer.
August 29 -
Jean McCrave Baxter claims colleagues made sexual jokes and she was denied advancement opportunities afforded to male co-workers.
August 20 -
Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.
August 20 -
Christopher Rollins worked for Goldman Sachs for 16 years and rose to be a managing director before the firm fired him in February 2017.
August 10 -
The dispute pits four advisors against big Wall Street names: Wells Fargo, Morgan Stanley, Raymond James and Merrill Lynch.
August 7 -
The firm filed a motion arguing one of its ex-brokers did not challenge the proceedings until after the panel ruled against her.
July 31 -
The No. 1 IBD cleared him of any wrongdoing then said he still faced the probe after leaving the firm months later, according to the lawsuit.
July 6



















