An advisor team that managed $300 million in client assets at J.P. Morgan Securities went independent with help from Dynasty Financial Partners, a spokeswoman said.

Brothers David and Jonathan Steele will serve as CEO and CIO respectively of their new firm, One Wealth Advisors, based in San Francisco.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access