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Who's Moving Where In Wealth Management? - EPIQ Capital Group, JP Morgan
Editorial Staff
5 August 2021
EPIQ Capital Group, JP Morgan In his new role, which he assumes August 30, Wilson will oversee about 1,330 advisors in the company’s central division. The division is spread over eight states: Wisconsin, Illinois, Indiana, Kentucky, West Virginia, Ohio, Michigan, andTexas, the report said. Prior to this, Wilson was president of E*Trade Advisor Services, the company’s unit for providing technology, custody, and practice management services to registered investment advisors, or RIAs.
has appointed former senior E*Trade manager Matt Wilson as a divisional director for the bank’s Chase branch-based advisors, Barron's reported.