Phil Scott, Jim Atwood moves from J.P. Morgan Advisors to Latigo Peak Partners with $18.6B in assets
Palm Beach Gardens, FL · Bellevue, WA · Boston, MA
Summary
Phil Scott and Jim Atwood, who led two of the largest practices at J.P. Morgan Advisors, left to launch Latigo Peak Partners, a founder-owned RIA in Palm Beach Gardens, Florida, with approximately $18.6 billion in assets and 48 professionals.
Sources
9  Business Wire | Latigo Peak Launches Independent Wealth Management Firm with $18.6 Billion in Assets · October 19, 2026 |
 Barron's | JPMorgan Advisors With $18 Billion Quit to Launch Their Own Firm · October 19, 2026 |
 Financial Advisor | Ex-J.P. Morgan Duo Launches $18.6B AUM RIA In Palm Beach, Fla. · October 19, 2026 |
 InvestmentNews | JPMorgan advisors launch $18.6B RIA Latigo Peak sans PE backing · October 19, 2026 |
 AdvisorHub | $18.6 Billion J.P. Morgan Teams Led by Phil Scott, Atwood Launch RIA · October 19, 2026 |
 Financial Advisor IQ | J.P. Morgan FAs with $18.6B Leave to Launch RIA · October 19, 2026 |
 Wealth Management | J.P. Morgan Team Departs to Create $18.6B Independent Firm · October 19, 2026 |
 Family Wealth Report | Beacon Pointe Buys Three Firms As Purchases Continue · October 20, 2026 |
 Financial Planning | Founders of $18.6B RIA exit JPMorgan to build client portfolios on their terms · October 20, 2026 |
More departures from J.P. Morgan Advisors
Full profile → Sage Wealth Partners to Rockefeller
· October 26, 2026 $700M Oscar Gomez Castilla to Morgan Stanley
· August 24, 2026 Pending Penney Rankin Group to Morgan Stanley
· July 29, 2026 Undisclosed Brandon Harper to Wells Fargo Advisors
· June 26, 2026 $130M Samuel Mattson to Wells Fargo Advisors
· June 26, 2026 $145M