Subscribe

Transition from JPMorgan Chase: Adviser Manages $100 Million, Goes Indie with LPL

1

Joseph Mazzucco starts Stonebrook Wealth Management in Purchase, N.Y.

Joseph Mazzucco, who managed $100 million at JPMorgan Chase in Rye Brook, N.Y., has formed his own firm, Stonebrook Wealth Management.

[More:See more adviser moves in InvestmentNews’ Advisers on the Move database.]

The new firm, which will use the broker-dealer and corporate registered investment adviser platforms of LPL Financial, is based in Purchase, N.Y., a Westchester suburb of New York City.

[Recommended video: Aaron Klein: New tools will help investors trade through the Riskalyze lens]

Mr. Mazzucco was with JPMorgan for three years. He began his career at Citicorp Investment Services in 2005, moved to Wells Fargo Advisors in 2010, and then to JPMorgan in 2016, after a short stint at Ameriprise Financial.

Our final Women Adviser Summit of 2019 will be held in New York City.Register now.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print