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
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Bob MundellWells Fargo AdvisorsEdward Jones$16405-17-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Rosco HalseyWaddell and AssociatesEdward Jones$10605-05-2016
Cody CallawayWells Fargo AdvisorsEdward Jones$13204-26-2016
Calvin NeemanLPL FinancialEdward Jones$24004-18-2016
Hunter HartLPL FinancialEdward Jones$5503-31-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Linda ChappellLPL FinancialEdward Jones$6001-01-2016
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Derrick T. WellsAmeriprise FinancialEdward Jones$10307-17-2015
Dax A. Seale, Amber SealeRaymond JamesEdward Jones$15707-09-2015
Vondal DavidsonLPL FinancialEdward Jones$20007-09-2015
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
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Showing 1 to 25 of 43 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.