JPMorgan Chase Adviser Goes Indie with LPL, Managing $100 Million

Joseph Mazzucco starts Stonebrook Wealth Management in Purchase, N.Y.
OCT 14, 2019
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. ​

Latest News

Prediction markets get a new twist: betting on what's already happened
Prediction markets get a new twist: betting on what's already happened

A new platform turns disputed facts into tradable markets, flipping the prediction market model on its head.

Merrill to pay $39 million in cash sweep settlement
Merrill to pay $39 million in cash sweep settlement

The financial advice industry has been facing inquiries into its cash sweep programs for years now.

SEC accuses fund advisor of defrauding SpaceX, OpenAI investors
SEC accuses fund advisor of defrauding SpaceX, OpenAI investors

Investor money allegedly went to strip clubs, exotic cars, and landscaping

RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey
RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey

Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm

Beyond sell or inherit: A third exit for appreciated property
Beyond sell or inherit: A third exit for appreciated property

With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains