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FUNDRAISING NEWS | April 22, 2024

Wells Fargo Adds JPMorgan Advisor Team

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Wells Fargo has added a high-profile team of financial advisors from JPMorgan, consisting of Jeremy Schneider, Anthony Rizzo, Brett Langbert, and Roy Apple. 

Operating under the name Rizzo, Apple, Schneider, and Langbert Group, they are now part of Wells Fargo's bank channel in Palm Beach, Florida. The team was responsible for managing over $1.3 billion in assets at JPMorgan. They also generated more than $9.3 million in trailing 12-month production prior to their transition. 

Each member brings a wealth of experience: Schneider began in the financial services industry in 1996 an equity trader in the oil services sector. Anthony Rizzo since 1995 and prior to joining Wells Fargo, he previously managed growth, balanced and ETF portfolios as a member of J.P. Morgan Wealth Management Portfolio Manager Program. Roy Apple has over 30 years of financial services experience, including a background in both fixed income and equities since 1986. All three originally joined JPMorgan from Deutsche Bank Securities in 2014. Brett Langbert started his career in 1997 and moved to JPMorgan in 2018 from AllianceBernstein. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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