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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas Stephen MatlockEdward JonesCharles Schwab & Co., Inc.04-08-2020
Jason Ryan SalmonEdward JonesCharles Schwab & Co., Inc.04-03-2020
Troy Michael KlunkEdward JonesCharles Schwab & Co., Inc.03-30-2020
Pooneh Pordell WarinnerEdward JonesCharles Schwab & Co., Inc.11-25-2019
Eric PolEdward JonesCharles Schwab & Co., Inc.$10008-30-2019
Tammy Renee JonesEdward JonesCharles Schwab & Co., Inc.04-18-2019
Jacob E EcholsEdward JonesCharles Schwab & Co., Inc.12-17-2018
Stephanie Eileen MillerEdward JonesCharles Schwab & Co., Inc.09-28-2018
Cody C RiestererEdward JonesCharles Schwab & Co., Inc.06-25-2018
Jonathan D. KerbyEdward JonesCharles Schwab & Co., Inc.07-10-2017
Joseph Daniel BonadeoEdward JonesCharles Schwab & Co., Inc.07-07-2017
Elizabeth Ashley BleidtEdward JonesCharles Schwab & Co., Inc.04-13-2017
Sean Christopher RooneyEdward JonesCharles Schwab & Co., Inc.01-23-2017
Nicole LerchEdward JonesCharles Schwab & Co., Inc.05-19-2014
Jeffrey Charles KikelEdward JonesCharles Schwab & Co., Inc.03-15-2013
Charles Wendell NagelvoortEdward JonesCharles Schwab & Co., Inc.05-21-2012
Evangelina Garces Mullis-AlmonEdward JonesCharles Schwab & Co., Inc.$1007-18-2011
Alicia Elizabeth LakenEdward JonesCharles Schwab & Co., Inc.07-26-2010
John Craig HantelmanEdward JonesCharles Schwab & Co., Inc.03-06-2009

Showing 1 to 19 of 19 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.