Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Derrick T. WellsAmeriprise FinancialEdward Jones$10307-17-2015
Vondal DavidsonLPL FinancialEdward Jones$20007-09-2015
Dax A. Seale, Amber SealeRaymond JamesEdward Jones$15707-09-2015
Paul CarlsonLPL FinancialEdward Jones$10306-19-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-16-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-02-2015
Troy L. IrvineInvestors CapitalEdward Jones$8502-05-2015
Mark K. VienGirard SecuritiesEdward Jones$7301-30-2015
Robert ShanksAmeriprise FinancialEdward Jones$12801-27-2015
Billy C. Belcher Raymond JamesEdward Jones$17511-26-2014
Chad R. BarberAmeriprise FinancialEdward Jones$7011-19-2014
Danielle BluntRaymond JamesEdward Jones$11411-07-2014
Brian ArmogidaWaddell and ReedEdward Jones$7808-22-2014
Greg DeLong, Chris DeLongMorgan Stanley Wealth ManagementEdward Jones$20003-07-2014
Michael MondelloWells Fargo AdvisorsEdward Jones$7512-01-2013
Joseph E. FowlerStratos Wealth PartnersEdward Jones$011-05-2013
Ted Bowling, Aaron BowlingMorgan Stanley Wealth ManagementEdward Jones$34410-18-2013
Mark FinnicumWells Fargo AdvisorsEdward Jones$8605-20-2013
Betty Schutte-BoxWells Fargo AdvisorsEdward Jones$11203-21-2013
James BaltzersenSummit Brokerage ServicesEdward Jones$5106-25-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
John LindseySecurities AmericaEdward Jones$10004-10-2012
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
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Showing 1 to 25 of 32 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.