The new venture aims to give JPMorgan's clients exposure to companies before they go public.
Our 40 Under 40 project, now in its eighth year, highlights young talent in the financial advice industry. The profiles of these individuals illustrate the tremendous potential of those coming up in the profession. Their stories will surprise, entertain, educate and inspire.
The two Hartford-area firms, ClearGuidance and Gottfried & Somberg, will operate under the latter's name.
Epstein Financial is based in East Longmeadow and manages 70 retirement plans with $400 million in assets.
The trio of advisers operates as Compass Wealth Solutions and is based in Portland, Indiana.
The goal is to help plan sponsors assess the possibilities more strategically
The exchange-traded fund tracks an index of U.S. large-cap companies that have a commitment to LGBTQ diversity and inclusion.
James Couture was discharged by LPL in June 2020 and barred by Finra last October.
The six-person team is leaving J.P. Morgan Private Bank in San Francisco.
Once-a-year withdrawals from retirement plans or IRAs would have to be paid back before additional borrowing could occur.
