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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
Joseph E. FowlerStratos Wealth PartnersEdward Jones$001-30-2014
Mark FinnicumWells Fargo AdvisorsEdward Jones$8611-01-2013
Ted Bowling, Aaron BowlingMorgan Stanley Wealth ManagementEdward Jones$34410-22-2013
Betty Schutte-BoxWells Fargo AdvisorsEdward Jones$11204-23-2013
James BaltzersenSummit Brokerage ServicesEdward Jones$5106-29-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
John LindseySecurities AmericaEdward Jones$10004-11-2012
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
Brendan R. LewisWells Fargo AdvisorsEdward Jones$7006-24-2011
Willie HowardInvestacorpEdward Jones$5006-16-2011
Patrick GibbonsSCF SecuritiesEdward Jones$3011-22-2010
Michael SharplesLPL FinancialEdward Jones$005-26-2010
Rebecca FrazierBank of America Merrill LynchEdward Jones$005-04-2010
Bradley HareMorgan Stanley Wealth ManagementEdward Jones$005-04-2010
Erik LundySummit Brokerage ServicesEdward Jones$7502-16-2010

Showing 1 to 15 of 15 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.