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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Robert PeckEdward JonesAllianceBernstein L.P.07-22-2019
Patrick John McHaleEdward JonesAmeriprise Financial Services, LLC$1,00007-22-2019
Joseph Thomas LeightonEdward JonesAmeriprise Financial Services, LLC02-09-2018
Brent David YekisaEdward JonesAvantax Investment Services, Inc.$15001-25-2010
Kimberly Jo BetzEdward JonesBB&T Investment Services, Inc.$2507-26-2013
Robert Dean CandageEdward JonesChase Investment Services Corp.09-17-2012
Victoria Lynn BrancaEdward JonesChase Investment Services Corp.$5001-18-2011
Michelle Lee DubenaEdward JonesCitizens Securities, Inc.12-19-2018
Brendan P SheaEdward JonesCredit Suisse Securities (USA) LLC$15004-13-2015
William Forst ElliottEdward JonesCUNA Brokerage Services, Inc.05-03-2019
Drew Michael SmartEdward JonesCUSO Financial Services, L.P.02-14-2020
Lucas C FoxEdward JonesEverence Trust Company03-01-2019
Brandon R HendricksEdward JonesFifth Third Securities, Inc.03-19-2019
James L Jeffries IIIEdward JonesFifth Third Securities, Inc.09-01-2017
Jordan Andrew PetersonEdward JonesFifth Third Securities, Inc.04-05-2016
Kimberly Ann TuckerEdward JonesFifth Third Securities, Inc.$2511-08-2013
Robert Edward Meeker JrEdward JonesFifth Third Securities, Inc.$15007-27-2012
Joseph R FrostEdward JonesFifth Third Securities, Inc.$15007-20-2012
Jerome Houston ArmstrongEdward JonesFifth Third Securities, Inc.08-27-2010
Julie MillerEdward JonesFirst Command Brokerage Services, Inc.02-19-2019
Jason M EllingerEdward JonesInfinex Investments, Inc.12-08-2017
Roddy Blake LovelessEdward JonesInfinex Investments, Inc.$5008-09-2010
Harold Everette Whitworth IIIEdward JonesInvesco Distributors, Inc.10-17-2014
John Thomas ZangEdward JonesJ.P. Morgan Institutional Investments Inc.07-05-2016
Stephen Boyd KirkEdward JonesJ.P. Morgan Securities LLC08-05-2019
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Showing 1 to 25 of 80 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.