Advisor Moves · Updated as Moves Are Reported
J.P. Morgan advisor departures
J.P. Morgan hires experienced advisors from rival firms, and it also loses advisors and teams to them, from its J.P. Morgan Advisors brokerage unit, its Chase branches and its Private Bank. This tracker logs departures from January 2026 as the trade press reports them: who moved, where they landed, and the assets involved where disclosed.
- Tracked departures
- 14
- Disclosed AUM
- $11B
- Distinct destinations
- 10
- Latest move
- Oct 23, 2026
How J.P. Morgan's advisor channels work
J.P. Morgan Advisors is the bank's traditional brokerage unit, with about 600 advisors, AdvisorHub reported. Advisors in Chase branches are paid a salary plus a smaller grid, and Private Bank bankers are salaried with incentive pay, as our guide to J.P. Morgan advisor pay sets out. Several of the largest moves below came from J.P. Morgan Advisors.
J.P. Morgan has asked courts for restraining orders against a number of departing bank-based advisors in 2026; what the public record shows is set out in our post on whether J.P. Morgan sues advisors who leave. The firms that hire J.P. Morgan advisors have handled these moves many times. Questions about your own agreements belong with a securities or employment attorney, and Winthrop & Co. can introduce you to one; the business side of a move is a conversation with Winthrop & Co.
| Date | Team / Advisors | Destination | Reported AUM | Source |
|---|---|---|---|---|
| Oct 23, 2026 | Sage Wealth Partners (Christopher Sheets, Forrest Green; Houston, TX) | Rockefeller Global Family Office | $700M | AdvisorHub |
| Oct 19, 2026 | Latigo Peak Partners (Jim Atwood, Phil Scott; Boston, MA and Bellevue, WA) | Latigo Peak Partners (independent RIA) | $18.6B | InvestmentNews |
| Jun 26, 2026 | Brandon Harper (Lafayette, CA) | Wells Fargo Advisors | $130M+ | InvestmentNews |
| Jun 26, 2026 | Samuel Mattson (Vancouver, WA) | Wells Fargo Advisors | ~$145M | InvestmentNews |
| Jun 18, 2026 | Alan Feutz (Deerfield, IL) | Genesis Wealth (LPL Financial) | $725M | InvestmentNews |
| Jun 18, 2026 | Evan McGrath (Fort Lauderdale, FL) | UBS | $120M | InvestmentNews |
| Jun 11, 2026 | Jason Kariuki (Denver, CO) | TSG Wealth Management (Wells Fargo FiNet) | Undisclosed | InvestmentNews |
| Jun 4, 2026 | Ali Bathgate Hild (Denver, CO) | Cresset | $1B | WealthManagement.com |
| Jun 1, 2026 | TruCore Advisors (Christopher Lee, Joseph Minaudo; New York, NY) | Morgan Stanley | $1.5B | AdvisorHub |
| Apr 8, 2026 | Peter Laidlaw (San Francisco, CA) | Merrill Lynch (private wealth) | $2.2B | AdvisorHub |
| Apr 6, 2026 | Grady Wirth (Pittsburgh, PA) | The Bahnsen Group | Undisclosed | InvestmentNews |
| Feb 20, 2026 | Weikes Slattery Group (Elizabeth Weikes, John Slattery; New York, NY) | Wells Fargo Advisors | $3.1B | AdvisorHub |
| Jan 12, 2026 | Grande-Antonitis Group (Mark Grande, Richard Grande, Alphonse Antonitis; Boston, MA) | Morgan Stanley | $822M | AdvisorHub |
| Jan 5, 2026 | Todd Brase and Dray Henderson (Schaumburg and Downers Grove, IL) | Genesis Wealth (LPL Financial) | $650M | InvestmentNews |
Moves are logged from trade press and public announcements, linked to their source where one was captured. AUM appears only where the original reporting disclosed it. This tracker records reported moves; it is not a census of every registration change.
Source: Winthrop & Co. analysis of internal data, public regulatory records, and publicly reported moves.
The measured picture, first half of 2026
From January 1 to June 30, 2026, 481 producing advisors joined J.P. Morgan Securities and 363 left, a net gain of 118, as measured for The State of Advisor Movement. That count comes from registration records; the tracker above lists only the moves the press reported.
Registered-rep data prepared by FINTRX for The State of Advisor Movement, H1 2026.
FAQ
J.P. Morgan departures, answered
How many advisors have left J.P. Morgan recently?+
This tracker currently logs 14 reported departures of advisors and teams from J.P. Morgan, with the most recent on Oct 23, 2026. It captures publicly reported moves rather than every registration change; Winthrop & Co.'s State of Advisor Movement report measures the complete producing-advisor picture from registered-rep data.Where do departing J.P. Morgan advisors go?+
Across the moves tracked here, the most frequent destinations are Wells Fargo (3), Genesis Wealth (2), Morgan Stanley (2). Destinations span rival employee-model firms, independent broker-dealers, and RIAs.How current and reliable is this tracker?+
Entries are collected as moves are reported from trade press and public announcements, deduplicated, and linked to their source where one was captured. Assets under management are listed only when the reporting disclosed them; 12 of the 14 tracked moves since Jan 5, 2026 disclose AUM, and 11 of them total roughly $11B; the other one, too large to compare with the rest, is listed in the table but left out of the total. The tracker was last updated Nov 5, 2026.
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