Transition from JPMorgan Chase: Adviser Manages $100 Million, Goes Indie with LPL

Transition from JPMorgan Chase: Adviser Manages $100 Million, Goes Indie with LPL
Joseph Mazzucco starts Stonebrook Wealth Management in Purchase, N.Y.
OCT 14, 2019
Joseph Mazzucco, who managed $100 million at JPMorgan Chase in Rye Brook, N.Y., has formed his own firm, Stonebrook Wealth Management. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The new firm, which will use the broker-dealer and corporate registered investment adviser platforms of LPL Financial, is based in Purchase, N.Y., a Westchester suburb of New York City. [Recommended video: Aaron Klein: New tools will help investors trade through the Riskalyze lens] Mr. Mazzucco was with JPMorgan for three years. He began his career at Citicorp Investment Services in 2005, moved to Wells Fargo Advisors in 2010, and then to JPMorgan in 2016, after a short stint at Ameriprise Financial. Our final Women Adviser Summit of 2019 will be held in New York City.​ Register now. ​

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound