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Est. 2026The front page of wealth managementNew York

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J. Tiffany Yu

J.P. MorganLos Angeles

At a glance

J. Tiffany Yu joined a new firm from Merrill Lynch with $940 million in assets (our reporting, November 10, 2026). 2 stories in our coverage name them, from November 4, 2026 to November 10, 2026.

Firm
J.P. Morgan
Assets, as reported
$940MFinancial ADVSR, Nov 10, 2026
Location
Los Angeles
In our coverage
2 stories

The record

  1. Joined a new firm from Merrill Lynch with $940 million in assets

    Advisor moves, week of Nov 2–8, 2026: 26 moves, including $6.0B Merrill-to-Morgan Stanley team Financial ADVSR

  2. Joined J.P. Morgan from Merrill Lynch with $940 million in assets

    J.P. Morgan Snags Merrill Lifer Managing $940 Million in Los Angeles AdvisorHub

How this page is built

Every line on this page comes from a story that names J. Tiffany Yu: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 10, 2026. All people in our coverage →