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Est. 2026The front page of wealth managementNew York

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Moves

Ex-J.P. Morgan Duo Launches $18.6B AUM RIA In Palm Beach, Fla.

Financial Advisor Magazine ·

A former J.P. Morgan duo with about $18.6 billion in client assets has launched a wealth management firm in Palm Beach Gardens, Fla. Phil Scott and Jim Atwood have formed Latigo Peak Partners, with co ...

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