JPM · News · 20261019N

Wealth Management Growth

JPMORGAN CHASE & CO · 2026-10-19 · Importance 40 · Surprise 42

Two former JPMorgan wealth-management partners, Jim Atwood and Phil Scott, launched Latigo Peak Partners with $18.6 billion in client assets under management. The move represents a significant adviser departure and transfers a large client-asset base to a newly formed registered investment adviser. Latigo Peak is based in Palm Beach Gardens, Florida, and was described as one of the largest recent bank-to-RIA breakaway firms.