I have had great success at Merrill as a FSA and about to switch over to Chase/JP Morgan Private Client Advisor. Has anybody had any experience with the transition and if so, any tips?

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Posting as :
works at
You are currently posting as works at

Great company to work for, they also have a great incentive plan. Also room to grow. I worked closely to my Private Client and Financial advisor. Unbelievable Team.

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Does J.P. Morgan give
You an established book or do you have to build your own book for the private client advisor role

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