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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew C WaltersEdward JonesAmeriprise Financial Services, Inc.01-28-2019
Anthony M. DonnellyEdward JonesAmeriprise Financial Services, Inc.09-21-2018
Arthur Howell CopperthiteEdward JonesAmeriprise Financial Services, Inc.08-21-2018
Aubrey A. Hoggarth CookEdward JonesAmeriprise Financial Services, Inc.08-08-2016
Benjamin J. KragtEdward JonesAmeriprise Financial Services, Inc.09-15-2017
Brynie James RobinsonEdward JonesAmeriprise Financial Services, Inc.01-20-2009
Chad Allen BoazEdward JonesAmeriprise Financial Services, Inc.$5006-29-2012
Chris Paul HoffmanEdward JonesAmeriprise Financial Services, Inc.02-27-2012
Christian Michael SpurlockEdward JonesAmeriprise Financial Services, Inc.01-18-2013
Cole Foster NicholsEdward JonesAmeriprise Financial Services, Inc.01-29-2018
Curtis Alan SporesEdward JonesAmeriprise Financial Services, Inc.05-07-2018
David Than Richburg Jr.Edward JonesAmeriprise Financial Services, Inc.$2506-01-2012
Derek Douglas VingeEdward JonesAmeriprise Financial Services, Inc.11-28-2016
Frank Walker Rattan Jr.Edward JonesAmeriprise Financial Services, Inc.05-20-2013
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, Inc.05-24-2019
James H. McConnellEdward JonesAmeriprise Financial Services, Inc.10-27-2017
Jared Everett LowryEdward JonesAmeriprise Financial Services, Inc.09-17-2012
Jason Christopher ImigEdward JonesAmeriprise Financial Services, Inc.01-04-2017
Jason N. GlazierEdward JonesAmeriprise Financial Services, Inc.03-15-2019
Joel Lawrence FergusonEdward JonesAmeriprise Financial Services, Inc.10-24-2016
John Pembrook ShadeEdward JonesAmeriprise Financial Services, Inc.02-26-2010
John W DemeoEdward JonesAmeriprise Financial Services, Inc.07-27-2018
Jonathan David EplerEdward JonesAmeriprise Financial Services, Inc.01-30-2017
Joseph Thomas LeightonEdward JonesAmeriprise Financial Services, Inc.$1002-09-2018
Kimberly Ann CarrollEdward JonesAmeriprise Financial Services, Inc.03-04-2016
Next Page »

Showing 1 to 25 of 35 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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