J.P. Morgan adds six advisers with $1.2 billion

Recruits come from Bank of America Merrill Lynch, Bernstein and UBS

Feb 27, 2014 @ 10:41 am

By Mason Braswell

Advisers on the Move
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J.P. Morgan Securities in recent months has added six financial advisers who managed more than $1.2 billion.

The firm, a division of JPMorgan Chase & Co. that serves ultrawealthy clients, nabbed advisers from Bank of America Merrill Lynch, Bernstein Global Wealth Management and UBS Wealth Management Americas.

More: Catch up on all of February's Advisers on the Mvoe

“We continue to add top talent in growing markets, and our unique position as a boutique advisory firm with the significant global resources of J.P. Morgan continues to attract leading advisers in the business,” Greg Quental, chief executive of J.P. Morgan Securities, said in a statement announcing the hires.

In October, J.P. Morgan Securities picked up Darren Graff and Natalya Muravchik from Merrill Lynch. They joined the New York office and report to regional director, Mike Lee.

Former UBS advisers Roland Pritchett and Matt Stucke joined J.P. Morgan Securities in Atlanta in November, according to records of the Financial Industry Regulatory Authority Inc.

Together, they have 35 years of experience and report to regional director Pete Secret, the statement said.

(More: Wirehouse breakaway market seen thawing)

Advisers Kevin Baker and Dan Sullivan joined the firm's Seattle office and have 11 years of combined experience.

They previously worked at Bernstein Global Wealth Management, a unit of AllianceBernstein. The two, who joined last month, report to regional director David Jernigan.

J.P. Morgan Securities didn't break out assets under management individually.

Overall, the firm has about 450 advisers spread across 20 branch offices.

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