Strategy

Former JP Morgan Advisors Launch Texas Wealth Management Business

Stephen Harris 24 October 2007

Former JP Morgan Advisors Launch Texas Wealth Management Business

Two former JP Morgan private client advisors, Shane Moore and David Rust, have set up Quartz Financial, an investment planning and wealth management firm based in Austin, Texas, that will operate as an independent branch office of US brokerage Linsco/Private Ledger. Quartz Financial provides comprehensive wealth management services to business owners, executives, professionals, physicians, retirees, and other affluent clients. With headquarters in San Diego, Boston, and Charlotte, LPL has over 1,500 staff assisting independent offices and financial advisors with back-office support, including technology, research, operations, and compliance.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes