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
Aaron B. AtwoodJ.P. Morgan Securities LLCFidelity Brokerage Services LLC06-04-2014
Alan Alfonso BanuelosJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-05-2019
Andre Justin HortonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC11-03-2016
Ariel BeltranJ.P. Morgan Securities LLCFidelity Brokerage Services LLC02-04-2019
Brandon Michael WhiteJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-05-2018
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Caroline BakerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-15-2015
Devin Douglas BeboutJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-22-2016
Frances Cassini BrickerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-05-2018
Jacques Cullen BristowJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-12-2015
Jason Roland FosterJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-31-2017
Jennifer Y. LeeJ.P. Morgan Securities LLCFidelity Brokerage Services LLC11-15-2016
Jessica Lynn EdwardsJ.P. Morgan Securities LLCFidelity Brokerage Services LLC06-15-2015
John David MetzgerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-22-2015
Jon Paul MendezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-21-2017
Jordan D. GillenJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-13-2018
Juan Jose GuevaraJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-20-2012
Justin Brendan IsaacJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10006-24-2014
Ken Thanh Hung NgoJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-06-2018
Kenneth Sean PolleyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10008-02-2013
Kyle Ashton Andrew CainJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10010-05-2015
Laura Marie SneadJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-17-2018
Louis Antonio StephensonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-31-2016
Maximilian Koji DavisJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-29-2016
Megan CrossJ.P. Morgan Securities LLCFidelity Brokerage Services LLC05-24-2016
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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.