Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adoracion MedinaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Grant M. SchaapJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Maricela LaraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dawn M. KogerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Timothy J DrechselJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Robert KoltzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Susan Ayn JeffreyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ricardo MartinezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew J. WeilandJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Orasio Saldana Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Karen L. FarmerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Roque SalinasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Eric Danny KofahlJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony J. WestJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexander Lee JonesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex J. GuttoschJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Corey Lamonte EarlieJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marina Mihailovic CatoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Felix Omar RodriguezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John Elliott TagliaferroJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian Kress TaitJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan Patrick FrazierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Catherine Lynn HardawayJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christopher Robert HendricksJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mark Adam SandersJ.P. Morgan Securities LLCChase Investment Services Corp.08-03-2012
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Showing 201 to 225 of 241 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.

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