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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chad WilliamsEdward JonesRaymond James Financial Services, Inc.03-03-2020
Phillip Leo Hettich JrEdward JonesRaymond James Financial Services, Inc.02-28-2020
John Bruce EtrheimEdward JonesRaymond James Financial Services, Inc.$2501-17-2020
Angel Jose SantiagoEdward JonesRaymond James Financial Services, Inc.12-13-2019
Michael Joseph BullickEdward JonesRaymond James Financial Services, Inc.11-22-2019
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
Bret T CookEdward JonesRaymond James Financial Services, Inc.$5008-23-2019
Jessica Hope BarronEdward JonesRaymond James Financial Services, Inc.04-12-2019
Hannah NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Suzette Lee McIntyreEdward JonesRaymond James Financial Services, Inc.12-17-2018
Zachary Ross HebbertEdward JonesRaymond James Financial Services, Inc.12-10-2018
Wendy W SealeEdward JonesRaymond James Financial Services, Inc.08-31-2018
Jason A RozenboomEdward JonesRaymond James Financial Services, Inc.05-18-2018
Zhiwei JiangEdward JonesRaymond James Financial Services, Inc.04-13-2018
Eddie Raymond YanceyEdward JonesRaymond James Financial Services, Inc.03-05-2018
Derek W KoffelEdward JonesRaymond James Financial Services, Inc.12-21-2017
Peter Eugene CongdonEdward JonesRaymond James Financial Services, Inc.$5009-01-2017
Matthew Ray RiggsEdward JonesRaymond James Financial Services, Inc.$15005-19-2017
Kevin Gene AddingtonEdward JonesRaymond James Financial Services, Inc.05-08-2017
Gary ChmielewskiEdward JonesRaymond James Financial Services, Inc.04-17-2017
Mary Helen McDowEdward JonesRaymond James Financial Services, Inc.$15003-13-2017
Dillan G BlackEdward JonesRaymond James Financial Services, Inc.01-17-2017
Nicholas Alexander LalondeEdward JonesRaymond James Financial Services, Inc.09-23-2016
Robert John StahlerEdward JonesRaymond James Financial Services, Inc.$5009-09-2016
Kimberley Gayle ColeEdward JonesRaymond James Financial Services, Inc.09-01-2016
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Showing 1 to 25 of 36 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.