Team move
James Taylor
Morgan Stanley → Wells Fargo
What changed
Brought his team and nearly $6B in client assets from Morgan Stanley to Wells Fargo in May.
- Reported / discovered
- Aug 27, 2026
- Effective
- Not reported
- New role
- Not reported
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- $6B
- 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
WealthManagement — Alts ↗Aug 27, 2026 · Reporting
Private Wealth Daily ↗Aug 27, 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