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.

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
Tiffany B FoxEdward JonesEdward Jones04-13-2020
Misty Dawn CaberEdward JonesEdward Jones02-17-2020
Brandon S StewartEdward JonesEdward Jones12-05-2019
Jerry GlasserEdward JonesEdward Jones11-15-2019
Julio Cesar MarquezEdward JonesEdward Jones10-21-2019
Neel Ghanshyam PatelEdward JonesEdward Jones$15010-17-2019
Andreas Leonardo MarsalaEdward JonesEdward Jones10-07-2019
Chinwe MbahEdward JonesEdward Jones09-30-2019
Lisa ThaiEdward JonesEdward Jones09-23-2019
Richard Arthur Hearn IIIEdward JonesEdward Jones09-04-2019
Davaul CarterEdward JonesEdward Jones08-12-2019
Marcia Ann WilsonEdward JonesEdward Jones08-09-2019
Alyssa Eileen WemyssEdward JonesEdward Jones07-15-2019
Amanda Nicole DworznickiEdward JonesEdward Jones06-10-2019
Evan Nicholas BowlingEdward JonesEdward Jones05-30-2019
Derek B SeibertEdward JonesEdward Jones04-16-2019
Matthew M. BrownEdward JonesEdward Jones04-09-2019
Sonya BarleenEdward JonesEdward Jones04-09-2019
Amber DownumEdward JonesEdward Jones04-08-2019
Jeffrey Ryan TorbushEdward JonesEdward Jones04-03-2019
Andrea Dawnmarie BustamanteEdward JonesEdward Jones03-26-2019
Steve CampbellEdward JonesEdward Jones03-19-2019
Matthew Aaron WeberEdward JonesEdward Jones03-18-2019
Lisa Jean OwenEdward JonesEdward Jones03-12-2019
Jason Cordell StennettEdward JonesEdward Jones03-11-2019
Next Page »

Showing 1 to 25 of 224 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.