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
Philip DublinJ.P. Morgan Securities LLCEdward Jones09-06-2018
Thomas Joseph BarrettJ.P. Morgan Securities LLCEdward Jones07-24-2018
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Andrew A StumpJ.P. Morgan Securities LLCEdward Jones06-22-2018
Jeremy Lee DuboseJ.P. Morgan Securities LLCEdward Jones06-07-2018
Jordan Isaac KopelmanJ.P. Morgan Securities LLCEdward Jones05-10-2018
Dillon Michael BurkeJ.P. Morgan Securities LLCEdward Jones05-04-2018
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Jimmy HernandezJ.P. Morgan Securities LLCEdward Jones04-09-2018
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Nathan Alan SilbernagelJ.P. Morgan Securities LLCEdward Jones03-14-2018
Nicholas James FedrowJ.P. Morgan Securities LLCEdward Jones03-07-2018
Joni Nelson DarrJ.P. Morgan Securities LLCEdward Jones03-06-2018
Drew P. WottonJ.P. Morgan Securities LLCEdward Jones02-01-2018
Joseph Le VuJ.P. Morgan Securities LLCEdward Jones12-19-2017
Felicia Lavette Slaton-YoungJ.P. Morgan Securities LLCEdward Jones12-15-2017
Robert Joseph YurgalewiczJ.P. Morgan Securities LLCEdward Jones12-11-2017
Tarik NasrawiJ.P. Morgan Securities LLCEdward Jones12-07-2017
Daniel Forrest FreerJ.P. Morgan Securities LLCEdward Jones12-05-2017
Joshua S. JamesJ.P. Morgan Securities LLCEdward Jones11-29-2017
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Kenneth E. McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Nathaniel W. IngJ.P. Morgan Securities LLCEdward Jones11-10-2017
Jonathan Jefferies BarhamJ.P. Morgan Securities LLCEdward Jones11-07-2017
Thomas Gary BoykinJ.P. Morgan Securities LLCEdward Jones10-09-2017
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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.