Business
Genesis Wealth Adds Two Veteran Advisors Who Previously Managed $650 Million in Client Assets
Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from JPMorgan Chase with experience managing combined assets of $650 million.
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"Latest additions reinforce Genesis Wealth's momentum as a destination for accomplished advisors ","length":99,"tagName":"p","attribs":{}},{"type":"text","content":"CHICAGO, Jan. 2, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from JPMorgan Chase with experience managing combined assets of $650 million.","length":271,"tagName":"p"},{"type":"text","content":"The recruits, Todd Brase, based in Schaumburg, IL, and Dray Henderson, based in Downers Grove, IL, each bring more than two decades of experience serving high-net-worth clients. Brase has 24 years of industry experience, including 22 years at JPMorgan Chase, and has serviced approximately $350 million in client assets under management (AUM). He focuses on high-net-worth individuals and families.","length":398,"tagName":"p"},{"type":"text","content":"Henderson has 25 years of industry experience and is a Wealth Management Certified Professional (WMCP®) who has overseen $301 million in client AUM. His practice is client goals-based, with a focus on financial and retirement planning, tax efficiency and wealth transfer.","length":271,"tagName":"p"},{"type":"text","content":""Todd and Dray represent exactly the kind of advisors Genesis Wealth was built for –experienced professionals who want to serve clients with greater freedom and intentionality," said Kosta Tanglis, Founder and Managing Partner at Genesis Wealth. "Many senior advisors are reassessing traditional bank models and realizing there's a better way forward. Our platform was designed to support that transition with dignity, flexibility and continuity for clients."","length":483,"tagName":"p"},{"type":"text","content":""Todd and Dray have built trusted practices over decades, and that trust is something we deeply respect," said Bryan Schneider, Founder and Wealth Advisor. "Genesis Wealth gives advisors the tools and support to elevate planning and enhance the client experience without compromise. We're thrilled to welcome them as partners."","length":351,"tagName":"p"},{"type":"text","content":"Genesis Wealth's latest recruits underpin the firm's momentum in recruiting experienced, bank-based advisors and the draw of its supported i...