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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Genaro FernandezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-01-2020
Yolla Seoud KairouzJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-05-2020
Manpreet KaurJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-18-2020
Tyson Charles EckelJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-21-2020
Nauman LakhanyJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-13-2020
Caecilia Adriani SugijotoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-06-2020
Sergio TiradoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-02-2019
Serezha Serjey ArutyunyanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Omar AbosaleemJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-20-2019
Michael James OsborneJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-18-2019
Matthew Gene PfeiferJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-17-2019
Sat Sangat Kaur KhalsaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-10-2019
Felix A TorresJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-07-2019
Samer GeorgesJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-27-2019
Bridget Colette WilliamsJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-10-2019
Andrea StackJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-04-2019
Daniel Sinan AytekinJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-16-2019
Farzaneh DowdJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-08-2019
Mohammad Reza ShabaniJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-31-2019
Jacob Kennedy FurlowJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-26-2019
Taylor Jane TamayoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-23-2019
Aaron Michael JohnsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-19-2019
Richard KimJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-17-2019
Saeed DehghanyJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-28-2019
Manoj DasJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-23-2019
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Showing 1 to 25 of 80 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.