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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gail Holley ClarkEdward JonesU.S. Bancorp Investments, Inc.$1004-13-2009
Robert Andrew McClerrenEdward JonesU.S. Bancorp Investments, Inc.09-18-2009
Carol Jean FasslerEdward JonesU.S. Bancorp Investments, Inc.09-01-2010
Tyson Andrew FarmerEdward JonesU.S. Bancorp Investments, Inc.10-08-2010
Jacob Jennings SloanEdward JonesU.S. Bancorp Investments, Inc.02-24-2011
Jeffery Stewart MillerEdward JonesU.S. Bancorp Investments, Inc.$2509-23-2011
Edward Alan WyattEdward JonesU.S. Bancorp Investments, Inc.$5011-21-2011
Sandy MankerEdward JonesU.S. Bancorp Investments, Inc.02-17-2012
Richelle Melanie CaswellEdward JonesU.S. Bancorp Investments, Inc.03-30-2012
Trina Kay DesotoEdward JonesU.S. Bancorp Investments, Inc.$2506-01-2012
Kevin John KaiserEdward JonesU.S. Bancorp Investments, Inc.08-10-2012
Jonathan Mark Moreto LisingEdward JonesU.S. Bancorp Investments, Inc.$2509-28-2012
Jerrad Lee ShietsEdward JonesU.S. Bancorp Investments, Inc.12-07-2012
Edward W. WooEdward JonesU.S. Bancorp Investments, Inc.01-05-2015
Matthew Zadock WilliamsEdward JonesU.S. Bancorp Investments, Inc.$5003-20-2015
Benjamin Nephi JensenEdward JonesU.S. Bancorp Investments, Inc.$1005-22-2015
Kenneth Michael WachtendorfEdward JonesU.S. Bancorp Investments, Inc.$2511-10-2016
Jennifer J. TillemanEdward JonesU.S. Bancorp Investments, Inc.12-05-2016
Tony C BrightEdward JonesU.S. Bancorp Investments, Inc.06-09-2017
Jaimie L. EmersonEdward JonesU.S. Bancorp Investments, Inc.10-16-2017

Showing 1 to 20 of 20 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.

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