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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kelvin Eugene SohlEdward JonesThrivent Investment Management Inc.$1003-29-2019
Kent Fellman LarsonEdward JonesVoya America Equities, Inc.02-01-2019
Ryan Patrick EsseEdward JonesNYLIFE Securities LLC01-18-2019
Joseph Paul TauerEdward JonesCetera Advisor Networks LLC11-30-2018
John Richard VancampEdward JonesNYLIFE Securities LLC11-16-2018
Theodore William NielsenEdward JonesThrivent Investment Management Inc.08-17-2018
Nicholas Peter MaiersEdward JonesThrivent Investment Management Inc.08-17-2018
Cody David RielandEdward JonesLPL Financial LLC08-03-2018
Gregory Thomas DonahueEdward JonesE*TRADE Capital Management, LLC07-18-2018
Joseph Scott YeadoEdward JonesFidelity Brokerage Services LLC07-13-2018
Larry Steven LaughlinEdward JonesWhite Oak Wealth Management03-23-2018
Kory Robert DeadrickEdward JonesThrivent Investment Management Inc.01-26-2018
Peter Eugene CongdonEdward JonesRaymond James Financial Services, Inc.$5009-01-2017
Aaron Dwight LarsonEdward JonesThrivent Investment Management Inc.$5006-02-2017
Julie Ann LeichtnamEdward JonesRaymond James Financial Services, Inc.04-01-2016
Tyler James KuskeEdward JonesMetLife Securities Inc.01-25-2016
Stephen John GragesEdward JonesForesters Equity Services, Inc.06-29-2015
Bruce MeadeEdward JonesCetera Investment Services LLC01-23-2015
James Francis SirekEdward JonesMetLife Securities Inc.09-19-2014
Jeanne Rae AshburnEdward JonesVoya Financial Advisors, Inc.$1008-22-2014
Derek Wayne JensenEdward JonesCountry Capital Management Company08-06-2014
Mark Allen HaverkampEdward JonesLincoln Financial Advisors Corporation06-17-2011
John Thomas HavelkaEdward JonesThrivent Investment Management Inc.10-08-2010
Kevin Fritz KraemerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-03-2009

Showing 1 to 24 of 24 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.


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