JPMorgan Chase is recruiting California-based wealth advisor Tiffany Yu, who manages about $940 million in assets, to join the Los Angeles J.P. Morgan Advisors team at Elevate Wealth Partners as a managing partner. Yu has over 30 years of industry experience and is moving from Merrill, where she has been registered since 1998; she will work from Century City alongside Wealth Partner Eric Gray. The bank also hired David Amar, who managed $1.1 billion and came from William Blair, and Porya Naeimi, who manages $533 million in Palo Alto and came from Wells Fargo. Last week, JPMorgan appointed fellow Merrill alum Linda Patel as Southeast Regional Director, overseeing about 80 advisors in Palm Beach, Boca Raton, Miami and Atlanta. In the third quarter, the asset and wealth management division's revenue rose 14% year over year, and assets under management reached $5.2 trillion.
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▲ Likely positiveJPMorgan Chase
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Financials |
| Industry | Diversified Banks |
| Market cap | $913.3B |
| Close on 11/02/2026 | 340.58 |
| Change that session | +1.05% |
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