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Month: September 2018

Ex-JPM advisors managing $200m launch Atlanta RIA

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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.

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