Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carl Ray GarrisonEdward JonesChase Investment Services Corp.02-01-2013
Robert D. CandageEdward JonesChase Investment Services Corp.09-17-2012
Christopher Holland WilsonEdward JonesChase Investment Services Corp.09-17-2012
Kenneth Robert WoodenEdward JonesChase Investment Services Corp.06-01-2012
Ryan W. McCrayEdward JonesChase Investment Services Corp.$10005-31-2012
Felicia Ann CumbyEdward JonesChase Investment Services Corp.$10005-29-2012
Marcus Jeffery LejeuneEdward JonesChase Investment Services Corp.$10005-07-2012
Robin Patricia JacobsonEdward JonesChase Investment Services Corp.$10004-16-2012
Christopher Ryan MoodyEdward JonesChase Investment Services Corp.$25003-16-2012
Justin Tivon JacksonEdward JonesChase Investment Services Corp.$10002-13-2012
Santiago CarranzaEdward JonesChase Investment Services Corp.$50002-03-2012
Marc Thomas VansolkemaEdward JonesChase Investment Services Corp.$10011-04-2011
David Scott PerkinsEdward JonesChase Investment Services Corp.$50010-07-2011
Thomas Ross Duckett IVEdward JonesChase Investment Services Corp.$50008-24-2011
Ginyier Moneet FieldsEdward JonesChase Investment Services Corp.08-23-2011
Joseph Max CarterEdward JonesChase Investment Services Corp.07-08-2011
Tammie Lynne PinckardEdward JonesChase Investment Services Corp.06-29-2011
Amy Helene BlumerEdward JonesChase Investment Services Corp.$25005-19-2011
Shawn W ParsonsEdward JonesChase Investment Services Corp.$10005-02-2011
Trina Nachea Duhon AamsEdward JonesChase Investment Services Corp.03-14-2011
Benjamin Edward HoggEdward JonesChase Investment Services Corp.$50003-07-2011
Brian Jeffrey StephensEdward JonesChase Investment Services Corp.$25002-25-2011
Jackson Herman Vandiver IVEdward JonesChase Investment Services Corp.02-25-2011
Victoria Lynn BrancaEdward JonesChase Investment Services Corp.$50001-18-2011
Tania Lynn Campbell-CruserEdward JonesChase Investment Services Corp.$50012-01-2010
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Showing 1 to 25 of 43 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.