Wirehouses, Banks & BDs · Traditional channel
J.P. Morgan Private Bank
Join the private wealth team to coordinate investment advice, planning and banking or trust capabilities for clients.
- Website
- privatebank.jpmorgan.com
- Regulator record
- J.P.MORGAN SECURITIES INC. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
3
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$2.5B
Reported practice assets · 2 of 3 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining J.P. Morgan Private Bank in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 3
Teams leaving J.P. Morgan Private Bank in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 13 | Lateral | Ali AsgherOakhurst, NJ Edison, NJ |
Wells Fargo AdvisorsWirehouses, Banks & BDs | $300M | InvestmentNews |
| Apr 8 | Lateral | Peter C. LaidlawSan Francisco, CA | Merrill LynchWirehouses, Banks & BDs | $2.2B | AdvisorHub |
| Jan 22 | Breakaway | Sarah WhiteNew York, NY | Sapient CapitalRIA | Undisclosed | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.