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Est. 2026The front page of wealth managementNew York

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Moves

J.P. Morgan Team Departs to Create $18.6B Independent Firm

Image: WealthManagement.com

Phil Scott and Jim Atwood are forming Latigo Peak Partners, launching with 48 employees and a presence in Florida, Washington, Massachusetts and California.

Summary as published by WealthManagement.com
Financial ADVSRRead our full story: J.P. Morgan team forms Latigo Peak Partners with $18.6 billion in assets →
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