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
Adam F. BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Carl Ray GarrisonJ.P. Morgan Securities LLCEdward Jones10-01-2012
Charles M. RicciardiJ.P. Morgan Securities LLCEdward Jones06-26-2013
Christopher Holland WilsonJ.P. Morgan Securities LLCEdward Jones03-01-2013
Cutter B. AmosJ.P. Morgan Securities LLCEdward Jones09-13-2018
David Jacob HolleyJ.P. Morgan Securities LLCEdward Jones04-30-2014
David Joseph ScaramucciJ.P. Morgan Securities LLCEdward Jones09-25-2018
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
Drew P. WottonJ.P. Morgan Securities LLCEdward Jones02-01-2018
Ernesto FonsecaJ.P. Morgan Securities LLCEdward Jones08-30-2013
Greg FlynnJ.P. Morgan Securities LLCEdward Jones11-15-2018
Henry Joseph BertotJ.P. Morgan Securities LLCEdward Jones12-03-2014
Jay Jung Jr.J.P. Morgan Securities LLCEdward Jones10-04-2016
Jesus SaenzJ.P. Morgan Securities LLCEdward Jones11-20-2018
Jimmy HernandezJ.P. Morgan Securities LLCEdward Jones04-09-2018
Jonathan Jefferies BarhamJ.P. Morgan Securities LLCEdward Jones11-07-2017
Joshua S. JamesJ.P. Morgan Securities LLCEdward Jones11-29-2017
Kameron L. TroxellJ.P. Morgan Securities LLCEdward Jones10-21-2015
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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.

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