DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from J.P. Morgan Private Investments Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
James DeleenerJ.P. Morgan Private Investments Inc. BD affiliatedJ.P.Morgan Wealth Management Solutions Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 2, 2026Nov 5, 2025
Kristine Mary Rooney-GrangerJ.P. Morgan Private Investments Inc. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJun 13, 2024Sep 26, 2024 (105 d)
Andrew J CasellaJ.P. Morgan Private Investments Inc. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJun 13, 2024Sep 26, 2024 (105 d)
Chad L KarpoffJ.P. Morgan Private Investments Inc. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJun 13, 2024Jul 19, 2024 (36 d)
Jason M CunninghamJ.P. Morgan Private Investments Inc. BD affiliatedJ.P.Morgan Wealth Management Solutions Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 7, 2024Nov 6, 2025 (517 d)
Vikas T PathaniJ.P. Morgan Private Investments Inc. BD affiliatedJ.P. Morgan Investment Management Inc. asset managerOtherMar 10, 2021Mar 10, 2021
John Laurence CaffreyJ.P. Morgan Private Investments Inc. BD affiliatedJ.P. Morgan Investment Management Inc. asset managerOtherFeb 24, 2021Feb 24, 2021
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7 moves match.