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
Alan David ChildsJ.P. Morgan Securities LLCStrategic Advisers LLC12-20-2017
Alexander William LenzJ.P. Morgan Securities LLCStrategic Advisers LLC$10010-01-2015
Andrew James WaldsonJ.P. Morgan Securities LLCStrategic Advisers LLC03-28-2017
Braden Bryan JohnsonJ.P. Morgan Securities LLCStrategic Advisers LLC01-30-2013
Brett Fletcher RocineJ.P. Morgan Securities LLCStrategic Advisers LLC$10007-20-2017
Brock Samuel GerardJ.P. Morgan Securities LLCStrategic Advisers LLC11-08-2016
Christopher Charles GuidoJ.P. Morgan Securities LLCStrategic Advisers LLC$10008-05-2014
Cisar Gerald OcanaJ.P. Morgan Securities LLCStrategic Advisers LLC$15007-23-2014
Daibby MinogueJ.P. Morgan Securities LLCStrategic Advisers LLC$10010-08-2013
Darrell Martin MitchellJ.P. Morgan Securities LLCStrategic Advisers LLC06-11-2015
David A. FletcherJ.P. Morgan Securities LLCStrategic Advisers LLC05-22-2014
David Thomas KettlewellJ.P. Morgan Securities LLCStrategic Advisers LLC04-02-2015
Eric Robert AbbottJ.P. Morgan Securities LLCStrategic Advisers LLC$19709-03-2013
Eunice Lesley SomersetJ.P. Morgan Securities LLCStrategic Advisers LLC$50009-25-2017
Frank Steve MathisJ.P. Morgan Securities LLCStrategic Advisers LLC03-01-2016
Glenn Evans Holmes Jr.J.P. Morgan Securities LLCStrategic Advisers LLC$15010-15-2013
Hannah Elizabeth KrumreichJ.P. Morgan Securities LLCStrategic Advisers LLC08-29-2017
Jamie Vincent DelioJ.P. Morgan Securities LLCStrategic Advisers LLC04-19-2016
Joanna Boguslawa BurzynskaJ.P. Morgan Securities LLCStrategic Advisers LLC09-06-2016
Jolene Ann StantonJ.P. Morgan Securities LLCStrategic Advisers LLC$10006-24-2016
Justin William BowlesJ.P. Morgan Securities LLCStrategic Advisers LLC08-05-2014
Kara Joyce MarquezJ.P. Morgan Securities LLCStrategic Advisers LLC10-02-2014
Karl H. MirandaJ.P. Morgan Securities LLCStrategic Advisers LLC$10003-08-2017
Lisa QuachJ.P. Morgan Securities LLCStrategic Advisers LLC07-11-2016
Michael Christopher LowderJ.P. Morgan Securities LLCStrategic Advisers LLC04-30-2018
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Showing 1 to 25 of 36 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.