Genesis Wealth has added two senior financial advisers from JPMorgan Chase as the firm continues to position itself as a destination for experienced, bank-based advisers seeking greater autonomy.
The pair previously oversaw a combined $650 million (about £510 million) in client assets.
Todd Brase, based in Illinois, brings 24 years of experience, including 22 at JPMorgan Chase, where he managed around $350 million in assets.
The company said his practice specialises in high-net-worth individuals and families.
Dray Henderson, also based in Illinois, has 25 years of experience and previously oversaw $301 million in assets. A Wealth Management Certified Professional, he focuses on retirement planning, tax efficiency and wealth transfer.
Genesis Wealth, a non-OSJ branch office within LPL Financial, said the hires reflect strong momentum in its adviser recruitment pipeline.
Founder and Managing Partner Kosta Tanglis said the firm appeals to senior advisers seeking “greater freedom and intentionality” in how they serve clients.
Co-founder Bryan Schneider said the platform allows advisers to enhance planning and client service “without compromise,” supported by turnkey infrastructure, including staff, technology and Chicago-area office space.
Both advisers cited the ability to deliver more personalised and independent advice as key reasons for their move.
