Region:
USA
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RIA
RIA
Sep 25, 2018

Ex-JPM advisors managing $200m launch Atlanta RIA

Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.

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.

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