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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Philip Keyt McEwenJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Jeffrey David MeadJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Cary Michael AtlasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Karen Nadine BarrierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Lyn Eugene BrandtJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley Eugene WheelerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mary Ann MortensenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Valerie Kay HoweJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Susan Marie BarnettJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Scott Joseph WebsterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tina DilbeckJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Thomas PhillipsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joshua Ray HemmingJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jon William AndersonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ivan E GarciaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vernon J. AhrendesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jason T CollinsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Robert Scott EifordJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gregory Milan WasickJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael W. RutherfordJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David K. ShelbournJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Colin Francis IgawaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Shannon Mcnairy TrimbleJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Everistus Eranor EtafoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marko SemizJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Next Page »

Showing 1 to 25 of 53 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.