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
Suzanne Elizabeth ChristensenEdward JonesCountry Capital Management Company10-12-2018
Benjamin Lee EdwardsEdward JonesCountry Capital Management Company08-14-2017
Steven Glenn HarveyEdward JonesCountry Capital Management Company02-02-2016
Glenn R. RichardsonEdward JonesCountry Capital Management Company08-06-2015
Jeremy John FerreraEdward JonesCountry Capital Management Company06-18-2015
Julie Christine KlinkEdward JonesCountry Capital Management Company08-12-2014
Derek Wayne JensenEdward JonesCountry Capital Management Company08-06-2014
Bryce Clinton FitchEdward JonesCountry Capital Management Company05-02-2014
Wesley Dale SchummEdward JonesCountry Capital Management Company04-16-2014
Shawn Raymond SmithEdward JonesCountry Capital Management Company12-17-2012
Joseph Robert BatesEdward JonesCountry Capital Management Company07-11-2011
Matthew Shane BlevinsEdward JonesCountry Capital Management Company04-18-2011
Timothy Hugh BrownEdward JonesCountry Capital Management Company$1007-06-2010
Darl Jason BidlemanEdward JonesCountry Capital Management Company02-16-2010
Jamie Michels ChristensenEdward JonesCountry Capital Management Company05-26-2009
Chad Michael WeigleEdward JonesCountry Capital Management Company02-17-2009

Showing 1 to 16 of 16 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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