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
James E. CaseyEdward JonesJ.P. Morgan Securities LLC02-19-2009
Michael Dale ClevelandEdward JonesJ.P. Morgan Securities LLC01-04-2010
Donald Hall AvenEdward JonesJ.P. Morgan Securities LLC$15003-22-2012
James David FranskouskyEdward JonesJ.P. Morgan Securities LLC05-31-2012
Michael A. CevallosEdward JonesJ.P. Morgan Securities LLC$25012-31-2012
John Anthony ManisEdward JonesJ.P. Morgan Securities LLC01-22-2013
Mario Guillermo Ayala Jr.Edward JonesJ.P. Morgan Securities LLC02-01-2013
Roger Alan LillardEdward JonesJ.P. Morgan Securities LLC$25002-08-2013
Jodi Lynn DavisEdward JonesJ.P. Morgan Securities LLC04-26-2013
Kyle David LukowitzEdward JonesJ.P. Morgan Securities LLC$10005-31-2013
Anthony Clyde GrayEdward JonesJ.P. Morgan Securities LLC07-17-2013
Curtis William MullinsEdward JonesJ.P. Morgan Securities LLC$50008-12-2013
Roger EsquibelEdward JonesJ.P. Morgan Securities LLC$25009-20-2013
Thurman Adolphus JohnsonEdward JonesJ.P. Morgan Securities LLC$10012-06-2013
Timothy Randall FlinnEdward JonesJ.P. Morgan Securities LLC04-01-2014
Lane E TamburoEdward JonesJ.P. Morgan Securities LLC04-11-2014
Anthony Rudy WilliamsEdward JonesJ.P. Morgan Securities LLC04-22-2014
Evelyn Sunilda FloresEdward JonesJ.P. Morgan Securities LLC$10004-25-2014
Aaron Matthew EasterEdward JonesJ.P. Morgan Securities LLC$10005-01-2014
Joshua David BushEdward JonesJ.P. Morgan Securities LLC$15005-13-2014
Christopher Phillip DolanEdward JonesJ.P. Morgan Securities LLC05-20-2014
Byron Charles TobiasEdward JonesJ.P. Morgan Securities LLC$10007-01-2014
Ryan Sean FlynnEdward JonesJ.P. Morgan Securities LLC07-03-2014
Israel SantiagoEdward JonesJ.P. Morgan Securities LLC$15007-07-2014
Caleb Andrew StearEdward JonesJ.P. Morgan Securities LLC08-08-2014
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Showing 1 to 25 of 102 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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