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.

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
Joseph Thomas LeightonEdward JonesAmeriprise Financial Services, LLC$1002-09-2018
Brent David YekisaEdward JonesAvantax Investment Services, Inc.01-25-2010
Carl Ray GarrisonEdward JonesChase Investment Services Corp.02-01-2013
Kenneth DiazEdward JonesCitigroup Global Markets Inc.10-22-2018
Brendan P. SheaEdward JonesCredit Suisse Securities (USA) LLC04-13-2015
William Forst ElliottEdward JonesCUNA Brokerage Services, Inc.$2505-03-2019
Kevin Dwayne MartinEdward JonesCUSO Financial Services, L.P.03-01-2010
Christine Anne EatonEdward JonesEdward Jones03-08-2012
James Lewis Jeffries IIIEdward JonesFifth Third Securities, Inc.09-01-2017
Kimberly Ann TuckerEdward JonesFifth Third Securities, Inc.11-08-2013
Robert Edward Meeker Jr.Edward JonesFifth Third Securities, Inc.$10007-27-2012
Joseph Raymond FrostEdward JonesFifth Third Securities, Inc.07-20-2012
Mary B. StithEdward JonesFifth Third Securities, Inc.11-19-2010
Jerome Houston ArmstrongEdward JonesFifth Third Securities, Inc.$5008-27-2010
Ryan T. ChamberlinEdward JonesFifth Third Securities, Inc.05-07-2010
Jason Michael EllingerEdward JonesInfinex Investments, Inc.12-08-2017
Roddy Blake LovelessEdward JonesInfinex Investments, Inc.08-09-2010
Harold Everette Whitworth IIIEdward JonesInvesco Distributors, Inc.10-17-2014
John Thomas ZangEdward JonesJ.P. Morgan Institutional Investments Inc.07-05-2016
Kenneth Sean FitzgeraldEdward JonesJ.P. Morgan Securities LLC06-30-2017
Jane E CaskeyEdward JonesJ.P. Morgan Securities LLC04-03-2017
Niniek S SulandariEdward JonesJ.P. Morgan Securities LLC05-27-2016
Tony S. StinebaughEdward JonesJ.P. Morgan Securities LLC11-20-2015
James Andrew JonesEdward JonesJ.P. Morgan Securities LLC04-24-2015
Ashlee WillisEdward JonesJ.P. Morgan Securities LLC04-24-2015
Next Page »

Showing 1 to 25 of 74 entries

Page 1 | 2 | 3

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.