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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Darryl NeeseAllstate Financial Services, LLCCW Securities, LLC07-13-2012
James Delis Simmons Jr.Allstate Financial Services, LLCThe Leaders Group, Inc.12-05-2018
James Edward GalinskyAllstate Financial Services, LLCRichmond Hillcrest & Company, Inc.$1003-25-2009
James Edward McCannAllstate Financial Services, LLCGilford Securities Incorporated12-10-2012
James Henry Elliott IIAllstate Financial Services, LLCThrivent Investment Management Inc.03-02-2017
James Joseph MotaAllstate Financial Services, LLCMML Investors Services, LLC06-18-2013
James Kabiruri MwangiAllstate Financial Services, LLCCitizens Securities, Inc.08-28-2014
James Knox Ashford Jr.Allstate Financial Services, LLCSunset Financial Services, Inc.11-14-2011
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Corp.$1007-20-2010
James Michael MurphyAllstate Financial Services, LLCNew England Securities$2504-19-2013
James Neil ArkinAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.$1004-19-2018
James Patrick ClementsAllstate Financial Services, LLCState Farm VP Management Corp.01-16-2009
James Patrick LeadererAllstate Financial Services, LLCAffordable Life Plans, LLC06-29-2015
James Richard Munsey IIAllstate Financial Services, LLCCapital One Investing, LLC$27604-06-2016
James Scott BlackAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-14-2009
James V. ProsperiAllstate Financial Services, LLCHornor, Townsend & Kent, LLC05-04-2017
Jamie Lee BennettAllstate Financial Services, LLCPNC Investments02-11-2013
Jamilynn Emerson FoxAllstate Financial Services, LLCNationwide Securities, LLC10-14-2014
Jason A. WoodardAllstate Financial Services, LLCFidelity Brokerage Services LLC03-18-2009
Jason Edward BarnesAllstate Financial Services, LLCINVEST Financial Corporation06-16-2014
Jason GrahamAllstate Financial Services, LLCPark Avenue Securities LLC02-28-2017
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Jason Haynes ParrottAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2017
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Jason Nathaniel BraineAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-18-2016
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Showing 226 to 250 of 678 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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