J.P. Morgan news

J.P. Morgan news for wirehouse financial advisors: leadership, regulation, and firm strategy.

• 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

• J.P. Morgan's Scott and Atwood Teams Break Away With $130 Million in Revenue to Launch Latigo Peak

  Two inherited First Republic practices producing more than $130 million a year left J.P. Morgan Advisors for a self-funded RIA, the largest wirehouse breakaway of 2026 by reported assets.

• 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

• JPMorgan Wins New York State Court TRO Blocking $1.85B Morgan Stanley Team From Poaching Private Bank Clients

  If you're managing a move of this scale, assume your former firm will file within days. A TRO is no longer a threat—it's standard operating procedure for any team above $500M in AUM leaving a post-Protocol wirehouse.

• Merrill Lynch Parts Ways With Paul Morris After DOJ Files Expose Epstein Ties Spanning JPMorgan, Deutsche Bank

  If your firm has any client relationships flagged in federal document releases, assume compliance and PR pressure will accelerate personnel decisions faster than internal reviews can conclude — Morris's exit is a preview, not an outlier.

• 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

• J.P. Morgan's $3.25M FINRA Bill Highlights the Hidden Cost of Aggressive Growth

  J.P. Morgan's $3.25M FINRA settlement reveals how rapid headcount growth strains compliance infrastructure, with the fallout set to tighten oversight for every advisor currently at the firm.

• FINRA's $3.25M J.P. Morgan Penalty Proves Product Supervision is the New Regulatory Kill Zone

  FINRA fined J.P. Morgan $3.25M for ignoring 10,000 supervisory alerts on a $1.6B broker's concentrated strategy, signaling regulators are now targeting platform failures — not just rogue advisors.

• 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

• Trump Sues JPMorgan for $5 Billion Over Alleged Political Debanking

  The lawsuit escalates the national debate over political debanking and raises questions about where financial institutions draw the line between risk management and political judgment.