bank
J.P. Morgan Securities
NEW YORK, NY
CRD: 79
In PWD coverage since August 21, 2026 · 2 stories
$430BRegulatory AUMSEC Form ADV · Aug 28
8,703EmployeesForm ADV
-3Talent net · 12 months0 in · 3 out
Regulatory AUM · Aug 21 – Aug 28
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Arrivals
None tracked.
Departures
Elijah Brown
Aug 21 · to Wells Fargo Advisors
Christopher Jung Lee
May 28 · to Morgan Stanley Wealth Management
Joseph Minaudo
May 28 · to Morgan Stanley Wealth Management
PWD coverage
Moves
&Partners' alumni edge lands another Wells team
The 123rd practice to join the ex-Wells founders' hybrid shows the alumni channel has become the wirehouse's hardest problem.