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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Russell HandfieldJ.P. Morgan Securities LLCEdward Jones04-01-2013
Adam E. ReyesJ.P. Morgan Securities LLCEdward Jones07-07-2016
Adam F. BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam Wade HewettJ.P. Morgan Securities LLCEdward Jones12-18-2019
Ahmad HussainJ.P. Morgan Securities LLCEdward Jones10-22-2019
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Alexander Thomas FoxJ.P. Morgan Securities LLCEdward Jones12-08-2016
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Alexis GutierrezJ.P. Morgan Securities LLCEdward Jones04-30-2019
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Andrew A StumpJ.P. Morgan Securities LLCEdward Jones06-22-2018
Andrew Benjamen SchniersJ.P. Morgan Securities LLCEdward Jones06-18-2015
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Andrew Robert SantibanezJ.P. Morgan Securities LLCEdward Jones04-22-2016
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Andrew ZobelJ.P. Morgan Securities LLCEdward Jones05-14-2016
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Angus S. McdonaldJ.P. Morgan Securities LLCEdward Jones01-24-2017
Anthony Brian GigliottiJ.P. Morgan Securities LLCEdward Jones12-01-2015
Anthony SteelJ.P. Morgan Securities LLCEdward Jones12-27-2016
Aron Marshall McMillianJ.P. Morgan Securities LLCEdward Jones10-07-2016
Austin Boone JarrettJ.P. Morgan Securities LLCEdward Jones08-06-2019
Bart Edwin ShambaughJ.P. Morgan Securities LLCEdward Jones01-31-2019
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Bill Mckindsey Crawford IVJ.P. Morgan Securities LLCEdward Jones09-24-2019
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Showing 1 to 25 of 158 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.