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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
Michael MondelloWells Fargo AdvisorsEdward Jones$7510-27-2015
Paul CarlsonLPL FinancialEdward Jones$10308-31-2015
Dax A. Seale, Amber SealeRaymond JamesEdward Jones$15708-31-2015
Derrick T. WellsAmeriprise FinancialEdward Jones$10308-24-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-23-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-23-2015
Robert ShanksAmeriprise FinancialEdward Jones$12804-02-2015
Troy L. IrvineInvestors CapitalEdward Jones$8503-09-2015
Mark K. VienGirard SecuritiesEdward Jones$7302-18-2015
Billy C. Belcher Raymond JamesEdward Jones$17502-13-2015
Danielle BluntRaymond JamesEdward Jones$11401-12-2015
Chad R. BarberAmeriprise FinancialEdward Jones$7012-03-2014
Brian ArmogidaWaddell and ReedEdward Jones$7810-17-2014
Greg DeLong, Chris DeLongMorgan Stanley Wealth ManagementEdward Jones$20009-30-2014
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
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Showing 1 to 25 of 29 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.