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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sean Christopher CoenEdward JonesJ.P. Morgan Securities LLC05-21-2020
Joshua Michael NunneleyEdward JonesJ.P. Morgan Securities LLC04-14-2020
Adam Jacob GroenEdward JonesJ.P. Morgan Securities LLC11-25-2019
Gabriel Enrique VasquezEdward JonesJ.P. Morgan Securities LLC11-22-2019
Kristopher Coty BrownEdward JonesJ.P. Morgan Securities LLC10-25-2019
John Robert HayesEdward JonesJ.P. Morgan Securities LLC10-14-2019
Ronald Wayne GordonEdward JonesJ.P. Morgan Securities LLC08-27-2019
Stephen Boyd KirkEdward JonesJ.P. Morgan Securities LLC08-05-2019
Matthew R BrownEdward JonesJ.P. Morgan Securities LLC07-19-2019
Mark M ChrobakEdward JonesJ.P. Morgan Securities LLC07-18-2019
Alan James Killian JacobsonEdward JonesJ.P. Morgan Securities LLC07-02-2019
Van E Eugene PhippsEdward JonesJ.P. Morgan Securities LLC06-26-2019
Gary Alan HenleyEdward JonesJ.P. Morgan Securities LLC02-25-2019
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
Matthew William GuyetteEdward JonesJ.P. Morgan Securities LLC10-05-2018
William ONealEdward JonesJ.P. Morgan Securities LLC09-18-2018
Christopher Scott BechertEdward JonesJ.P. Morgan Securities LLC08-31-2018
Matthew D JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
Jonathan Y Moss IIEdward JonesJ.P. Morgan Securities LLC06-29-2018
Christian L CoughlanEdward JonesJ.P. Morgan Securities LLC05-04-2018
Christopher Evan RayEdward JonesJ.P. Morgan Securities LLC05-04-2018
Nathaniel C BeaverEdward JonesJ.P. Morgan Securities LLC04-19-2018
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC04-02-2018
Judith Rubin McAnawEdward JonesJ.P. Morgan Securities LLC03-12-2018
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Showing 1 to 25 of 70 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.