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
Dante NeyraJuly 10, 2014
Brian PurcellJuly 10, 2014
Richard Duffy, Russell KwokJuly 10, 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.

  @IN Wire

Jul 22 05:28PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s http://t.co/ly5IZ5h0mQ
Jul 22 05:22PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s: http://t.co/2A9l5hS5kU

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by