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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Michael PryorEdward JonesThe Huntington Investment Company04-24-2020
Bryce DeckerEdward JonesWells Fargo Clearing Services, LLC04-20-2020
Nathan David EberlyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2020
Zackery Michael BarnettEdward JonesRFG Advisory, LLC04-16-2020
Derek HuffmanEdward JonesFarmers Financial Solutions, LLC04-15-2020
Joshua Michael NunneleyEdward JonesJ.P. Morgan Securities LLC04-14-2020
Tiffany B FoxEdward JonesEdward Jones04-13-2020
Nicholas Stephen MatlockEdward JonesCharles Schwab & Co., Inc.04-08-2020
Jason Ryan SalmonEdward JonesCharles Schwab & Co., Inc.04-03-2020
Jose Luis LedesmaEdward JonesAXA Advisors, LLC04-03-2020
Evan GoodrichEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2020
Kyle WeldonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Timothy Joseph JacobsmeyerEdward JonesWells Fargo Clearing Services, LLC03-31-2020
Jeffrey Scott StebbinsEdward JonesWells Fargo Funds Distributor, LLC03-30-2020
Terance Deshun CarrEdward JonesWells Fargo Clearing Services, LLC03-30-2020
Troy Michael KlunkEdward JonesCharles Schwab & Co., Inc.03-30-2020
Neil Stuart DeckerEdward JonesAmeriprise Financial Services, LLC03-30-2020
Jeffrey C PetersonEdward JonesWells Fargo Clearing Services, LLC$5003-27-2020
Jeffrey Alan ReidEdward JonesTownsend03-27-2020
Benjamin Nathanial FredricksonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Leonard A ToccoEdward JonesNorthwestern Mutual Investment Services, LLC03-26-2020
Robert Edward Hewitt IIEdward JonesMWA Financial Services Inc.03-24-2020
Sally N. EngelsEdward JonesPrincipal Securities, Inc.03-20-2020
Franklin Daniel McdonaldEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2020
Gabrielle D. PhenixEdward JonesWells Fargo Clearing Services, LLC03-19-2020
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Showing 1 to 25 of 3,132 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.