Inman Jager Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, ...

Absher Wealth Management LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.6% during the fourth quarter, ...

This week, RBC announced that the Pensato Slayne Group is joining its New York City branch from J.P. Morgan Wealth Management, where it oversaw nearly $1.2 billion in client assets. “After a ...

J.P. Morgan Chase’s asset and wealth management division reported assets under management of $4 trillion as of Dec. 31, up 18% year over year from $3.42 trillion, and up only slightly from $3.9 ...

Later last month, Wells added advisor Gregg Lippert from Merrill Lynch in Frontenac, Missouri. Lippert oversaw more than $205 million in assets and produced more than $1.3 million in annual revenue at ...

The asset manager has appointed a former Netwealth executive to lead its high-net-worth individuals and family offices ...

Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team. She and her team are responsible for wealth planning ...

Financial planning app WealthMore aims to advise non-affluent investors — especially women and people of color ...

The larger of the teams, Venetos Wealth Partners in N.Y., formerly with J.P. Morgan Wealth Management, managed $500 million in client assets. Led by Managing Director and private advisor Jim ...

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...