Overview

Accomplished & experienced RIA/IAR with 15+ years experience in Private Wealth who managed over $100mm+ at JPM (ex employee).

I need a partner(s) to mutually grow with and/or build a Succession Plan who is open to revenue sharing agreement while transitioning clients.

Please only serious inquiries respond.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...