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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles D ZeisloftJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC04-06-2017
Christopher Raymond OttuschJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-24-2018
Dario MercadoJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC11-16-2017
Edwin ChengJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-05-2017
Eric William SchleyerJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC04-24-2015
Jason Brian ValentinJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC06-13-2016
John Paul VerdiJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC12-22-2014
Joseph Michael ColasantiJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC12-02-2013
Karlson Jake HarJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC03-14-2015
Kyle Patrick McDonoughJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-05-2018
Louis George GrippoJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC05-12-2014
Mandell A SmithJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-03-2019
Maya BensenJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-07-2019
Michael Edward ZaccagniniJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC06-07-2016
Miranda L. TorresJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-02-2016
Patrick E. RossJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-25-2018

Showing 1 to 16 of 16 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.