$3.5B Team Leaves J.P. Morgan for Wells Fargo A $17M revenue team overseeing $3.5 billion in assets has transitioned from J.P. Morgan to Wells Fargo, led by Elizabeth Wicks and John Slattery. This marks another major recruiting win for Wells, which has consistently attracted $10M advisor teams over the past several years. Wells Fargo’s competitive edge lies in its dual-channel model — offering advisors the choice between PCG and FiNet — a rare structure that provides meaningful optionality. Comb
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$3.5B Team Leaves J.P. Morgan for Wells Fargo A $17M revenue team overseeing $3.5 billion in assets has transitioned from J.P. Morgan to Wells Fargo, led by Elizabeth Wicks and John Slattery. This marks another major recruiting win for Wells, which has consistently attracted $10M advisor teams over the past several years. Wells Fargo’s competitive edge lies in its dual-channel model — offering advisors the choice between PCG and FiNet — a rare structure that provides meaningful optionality. Comb
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