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
Kerri Connellan, Jim PucciarelliJuly 17, 2015
Jimena HailsMay 08, 2015
Greg Fullmer, Daniel Hawkins, Douglas DyakonMay 08, 2015

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.