NewEdge becomes new home for $580M JPMorgan team
Dallas-based team of four attracted by RIA's portfolio management credentials.
A team of advisors with more than 20 years of industry experience each has decided to switch to NewEdge Advisors from JPMorgan Securities.
The Dallas-based founders of Fortis Wealth Advisors – wealth advisors Erik Linstrom, Ben Roth, and Shawn Stanley, together with operations director Kris Caw
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