J.P. Morgan advisor moves

Advisor teams moving to or from J.P. Morgan, as reported by WirehouseHUB.

• J.P. Morgan Advisors Loses a $4.8 Million Houston Team to Rockefeller

  A second J.P. Morgan Advisors team in a week has left, this time a $4.8 million Houston practice headed to Rockefeller, while partner Scott Holstead stays behind. left J.P. Morgan, joined Rockefeller, Houston, $700M

• Wirehouse Moves This Week: J.P. Morgan's $18.6B Latigo Peak Exit Leads as UBS Loses a Las Vegas Team

  J.P. Morgan's $18.6 billion Latigo Peak breakaway led a week that also saw UBS lose a Las Vegas team and add two New Jersey advisors. $18.6B

• UBS Recruits $120M J.P. Morgan Advisor in Fort Lauderdale

  The move adds an experienced J.P. Morgan advisor to UBS's growing South Florida footprint. left J.P. Morgan, joined UBS, Fort Lauderdale, $120M

• UBS Adds Deutsche Bank Defector at 1285 Ave of the Americas as JPMorgan Pulls $1.1B Team from William Blair

  UBS is executing a deliberate block-by-block Manhattan rebuild under Kellie Brady's market leadership, while JPMorgan is vacuuming up billion-dollar independent teams. Advisors at Deutsche Bank and William Blair should expect retention calls this quarter. left Deutsche Bank, joined UBS, $1.1B

• Wells Fargo Lands $3.1 Billion J.P. Morgan Team in Biggest Recruiting Win of 2026

  The Weikes Slattery Group, managing $3.1B with $17M in annual revenue, left J.P. Morgan Advisors for Wells Fargo in the biggest recruiting win of 2026. left J.P. Morgan, joined Wells Fargo, $3.1B