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
Eric M. TonesEdward JonesFidelity Brokerage Services LLC07-05-2019
Bryan Jacob SintayEdward JonesFidelity Brokerage Services LLC04-18-2019
Daniel Joseph ChaputEdward JonesFidelity Brokerage Services LLC01-14-2019
Joshua Robert GrotheerEdward JonesFidelity Brokerage Services LLC11-30-2018
Alexander Louis CrawfordEdward JonesFidelity Brokerage Services LLC11-12-2018
Kara Michele LebanikEdward JonesFidelity Brokerage Services LLC09-18-2018
Lawrence Alix Foster IIEdward JonesFidelity Brokerage Services LLC08-31-2018
Michael W. MackeyEdward JonesFidelity Brokerage Services LLC07-27-2018
Joseph Scott YeadoEdward JonesFidelity Brokerage Services LLC07-13-2018
Shalee Michelle BryantEdward JonesFidelity Brokerage Services LLC04-27-2018
Christopher Allen MarburgerEdward JonesFidelity Brokerage Services LLC04-09-2018
William Laurenson LucasEdward JonesFidelity Brokerage Services LLC11-13-2017
Jordan Richard SmithEdward JonesFidelity Brokerage Services LLC02-21-2017
James Charles WoodsEdward JonesFidelity Brokerage Services LLC01-12-2017
Todd Joseph BaeblerEdward JonesFidelity Brokerage Services LLC$5001-06-2017
Christopher Robert GreenlandEdward JonesFidelity Brokerage Services LLC03-07-2016
Ryan Vaughan HallEdward JonesFidelity Brokerage Services LLC01-25-2016
Steven Willis ZahorskyEdward JonesFidelity Brokerage Services LLC09-01-2015
Sergio Alberto OportoEdward JonesFidelity Brokerage Services LLC05-11-2015
Matthew Scott PutneyEdward JonesFidelity Brokerage Services LLC$5010-18-2013
James Michael KellyEdward JonesFidelity Brokerage Services LLC08-20-2012
Patrick TerrazzanoEdward JonesFidelity Brokerage Services LLC09-08-2011
Adalberto Santaella IIIEdward JonesFidelity Brokerage Services LLC$15005-20-2011
David Perry JensenEdward JonesFidelity Brokerage Services LLC09-08-2009
Jason Bryce CalvertEdward JonesFidelity Brokerage Services LLC04-27-2009

Showing 1 to 25 of 25 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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