Not sure if you are the same PCB who keeps posting about all these FA shops. Reality is that these firms would likely ignore you unless you have a portable book. You are already in the best place where to build a book in my experience. If I were you I’d remain focused on your PVCs & FTIs, and locked-in on landing an offer for Private Client Advisor within JPM Advisor Growth Program. Ask Chase to cover your CFP and sponsor your Series 7 while you are still a PCB. Build a relationship with your Wealth Market Director and establish a plan for promotion, identifying a possible branch vacancy ahead of time. You can shop around later, or nice you are managing $75MM+ and have experience under your belt…
Not sure if you are the same PCB who keeps posting about all these FA shops. Reality is that these firms would likely ignore you unless you have a portable book. You are already in the best place where to build a book in my experience. If I were you I’d remain focused on your PVCs & FTIs, and locked-in on landing an offer for Private Client Advisor within JPM Advisor Growth Program. Ask Chase to cover your CFP and sponsor your Series 7 while you are still a PCB. Build a relationship with your Wealth Market Director and establish a plan for promotion, identifying a possible branch vacancy ahead of time. You can shop around later, or nice you are managing $75MM+ and have experience under your belt…