Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.
by: Ian Wenik
A pair of advisors managing $200 million at JP Morgan Securities has left the bank and launched an RIA in Atlanta, Georgia, Citywire can reveal.Jeff Diamond and Zachary Morris will co-head Paces Ferry Wealth Advisors, having left JPM where they worked for 22 years and seven years, respectively.Their new venture is backed by tru Independence, a Portland, Oregon-based firm that acts as a consultancy and platform for RIAs.‘Going independent was really the best way that we saw that we could continue to build on what we’ve created,’ Morris told Citywire.
