Jonathan Spafford

Adviser/team AUM: $140,000,000

Gross annual production/TTM: $2,200,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Indianapolis, IN

Date announced July 23, 2012
Transition date June 29, 2012
Source Morgan Stanley hires veteran Merrill Lynch advisers

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Richard WilsonOctober 01, 2014
Joseph Stein, Jr., Jeffrey SteinOctober 01, 2014
Carolyn SandersonOctober 01, 2014

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.