Team move
TruCore Advisors
J.P. Morgan Securities → Morgan Stanley Wealth Management
What changed
Resigned from JPMorgan with Joseph Minaudo and joined Morgan Stanley; now MD of TruCore Advisors; JPMorgan alleges he violated TRO by emailing six clients.
- Reported / discovered
- Aug 26, 2026
- Effective
- Not reported
- New role
- Managing Director
- Previous role
- Not reported
- Market
- New York, NY
- Reported book
- $1.9B
- Reported team size
- 2 people
- Named people
- 2
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
Financial Advisor Magazine ↗Aug 26, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled