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
Rachel Lee O'GradyJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.12-03-2018
Stephen Jon ArntsonJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.$1009-04-2018
Melissa Ann DerouenJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.$15007-18-2018
Amar Nahida SaatiJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.07-05-2018
Lisa Ninma NmaduJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.03-22-2018
Jason A WhitlockJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.04-24-2017
Tyler Alexander JohnsonJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.03-24-2016
Gary Russell Brown Jr.J.P. Morgan Securities LLCRaymond James Financial Services, Inc.12-16-2015
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Christopher Evan RayJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.07-16-2015
Nicholas M. LoeperJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.05-22-2014
Jeffrey Edward ZientaraJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.05-09-2014
Erik Timothy FlaigJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.02-05-2014
Keith Marshall NishimuraJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.01-24-2014
Jonathan M. EschanJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.10-12-2012
Brian Joseph QuinnJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.01-22-2010

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.