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
Jason Thomas VarugheseAllstate Financial Services, LLCPFS Investments Inc.04-27-2017
Jay Michael ChavezAllstate Financial Services, LLCState Farm VP Management Corp.12-01-2011
Jeff Alan BeckerAllstate Financial Services, LLCQA3 Financial Corp.11-17-2010
Jeff Alan MartinAllstate Financial Services, LLCMutual Trust Co. of America Securities07-31-2013
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Jeffrey Daniel CatoAllstate Financial Services, LLCState Farm VP Management Corp.08-27-2010
Jeffrey David MatthewsAllstate Financial Services, LLCUvest Financial Services Group, Inc.$10001-29-2009
Jeffrey J. TrojanAllstate Financial Services, LLCThe O.N. Equity Sales Company10-21-2013
Jeffrey Len BabiszAllstate Financial Services, LLCState Farm VP Management Corp.01-12-2009
Jeffrey M. SerafineAllstate Financial Services, LLCNYLIFE Securities LLC11-24-2015
Jeffrey Michael CaseAllstate Financial Services, LLCKey Investment Services LLC10-01-2013
Jeffrey P. LittleAllstate Financial Services, LLCMML Investors Services, LLC11-22-2017
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-01-2010
Jeffrey Robert LayneAllstate Financial Services, LLCFarmers Financial Solutions, LLC10-12-2015
Jeffrey S. JeterAllstate Financial Services, LLCOneAmerica Securities, Inc.09-26-2018
Jeffrey William BelotAllstate Financial Services, LLCMichigan Securities, Inc.07-22-2010
Jennifer Annette PoseyAllstate Financial Services, LLCState Farm VP Management Corp.02-24-2017
Jerad L. DennisAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2011
Jeremy B. DixonAllstate Financial Services, LLCState Farm VP Management Corp.10-06-2015
Jeremy Michael WhaleyAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2016
Jerome Antony GarciaAllstate Financial Services, LLCNYLIFE Securities LLC03-25-2013
Jerry Robert CrouseAllstate Financial Services, LLCPruco Securities, LLC.07-03-2019
Jieheng ChenAllstate Financial Services, LLCPruco Securities, LLC.09-21-2017
Jimmy Chifong HsuAllstate Financial Services, LLCJ.K. Financial Services, Inc.08-15-2013
Jimmy Stacey BowenAllstate Financial Services, LLCAmeritas Investment Corp.08-05-2010
« Previous PageNext Page »

Showing 251 to 275 of 678 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.