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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karl Ryan PurvisJ.P. Morgan Securities LLCKey Investment Services LLC12-16-2019
Andres Avelino SarmientoJ.P. Morgan Securities LLCKey Investment Services LLC04-29-2019
David E ScottJ.P. Morgan Securities LLCKey Investment Services LLC04-24-2019
Salisa Ranae RobertsJ.P. Morgan Securities LLCKey Investment Services LLC04-12-2019
Jozsef L Rebek IIJ.P. Morgan Securities LLCKey Investment Services LLC04-09-2019
Esteban A MunozJ.P. Morgan Securities LLCKey Investment Services LLC11-06-2018
Benjamin Lane HopperJ.P. Morgan Securities LLCKey Investment Services LLC09-10-2018
Sean Christopher Lee McfarlainJ.P. Morgan Securities LLCKey Investment Services LLC08-29-2018
Shereen MoussaJ.P. Morgan Securities LLCKey Investment Services LLC05-10-2018
Karina HernandezJ.P. Morgan Securities LLCKey Investment Services LLC04-05-2018
Yindi BoettcherJ.P. Morgan Securities LLCKey Investment Services LLC03-19-2018
Frank Vincent MillerJ.P. Morgan Securities LLCKey Investment Services LLC12-19-2017
Tanya CasasJ.P. Morgan Securities LLCKey Investment Services LLC10-26-2017
Tylor MathesonJ.P. Morgan Securities LLCKey Investment Services LLC08-10-2017
Philip Seth MatherlyJ.P. Morgan Securities LLCKey Investment Services LLC05-17-2017
Yanira Ercilia LozadaJ.P. Morgan Securities LLCKey Investment Services LLC05-18-2016
Victor M PerezJ.P. Morgan Securities LLCKey Investment Services LLC12-28-2015
Jason AndersenJ.P. Morgan Securities LLCKey Investment Services LLC$50012-04-2013
Scott VianoJ.P. Morgan Securities LLCKey Investment Services LLC$2512-07-2012

Showing 1 to 19 of 19 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.