North Texas financial team leaves J.P. Morgan and joins NewEdge Advisors to accelerate growth

DALLAS – A Dallas-based wealth management team with about $580 million in client assets has decided to switch to NewEdge Advisors from J.P. Morgan, the firm announced on Thursday. NewEdge Advisors is a New Orleans-based RIA partnership platform owned by NewEdge Capital Group, according to its website. “We are…

Story continues

TRENDING NOW

LATEST LOCAL NEWS