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

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.