J P Morgan Advisors

Published WirehouseHUB stories filed under J P Morgan Advisors.

• 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.

• 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.

• Morgan Stanley & Goldman Sachs Land Anthropic's Near-$1 Trillion IPO Mandate

  Morgan Stanley's dual role running both the Anthropic and OpenAI IPO processes cements its position as the premier AI capital-markets franchise — a direct revenue and reputational tailwind that advisors should factor into any MS competitive conversation with clients holding tech or AI exposure.

• 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.