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

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

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