Phil Scott

What changed

Led one of two J.P. Morgan Advisors teams that left to launch an RIA; the two teams had $18.6B in client assets and $130M combined annual revenue.

Reported / discovered

Oct 23, 2026

Effective

Not reported

New role

Advisor and team leader

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.