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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Joel HaneyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2019
William F. BirnieEdward JonesWells Fargo Clearing Services, LLC$1003-11-2011
Seth Michael HilgerEdward JonesRaymond James & Associates, Inc.03-15-2019
Paul Raymond Jackson IIEdward JonesScottrade, Inc.09-25-2017
John Robert TurnerEdward JonesMorgan Stanley09-24-2010
Jeremy Lee BooeEdward JonesScottrade, Inc.03-23-2018
Jason Lee BennettEdward JonesTD Ameritrade, Inc.11-29-2019
Jarod Nathan WessonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2016
James Chadwick FaucettEdward JonesPrudential Annuities Distributors, Inc04-25-2016
Gregory Glen HarrisonEdward JonesWells Fargo Clearing Services, LLC09-16-2011
Gail Holley ClarkEdward JonesU.S. Bancorp Investments, Inc.$1004-13-2009
Alexander Noel VarelaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-27-2009
Alexander F. AmoryEdward JonesAllstate Financial Services, LLC08-17-2018
Aaron Lee RobinsonEdward JonesThrivent Investment Management Inc.07-19-2019

Showing 1 to 14 of 14 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.