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
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, Inc.05-24-2019
Gregory James ForneroEdward JonesNorthwestern Mutual Investment Services, LLC05-03-2019
Susanne E. AtondoEdward JonesWells Fargo Clearing Services, LLC04-18-2019
Renata GarbowskiEdward JonesAmeriprise Financial Services, Inc.04-18-2019
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Cody Michael CalabreseEdward JonesWells Fargo Clearing Services, LLC03-01-2019
Christopher Walter RiceEdward JonesPark Avenue Securities LLC$1002-01-2019
Nora L. MickelsonEdward JonesWells Fargo Clearing Services, LLC02-01-2019
Matthew William GuyetteEdward JonesJ.P. Morgan Securities LLC10-05-2018
Jana Gay BasdenEdward JonesRosenbaum Financial$15006-19-2018
Christian L. CoughlanEdward JonesJ.P. Morgan Securities LLC$16405-04-2018
Alfred Cameron HuntEdward JonesCity National Securities, Inc.03-05-2018
Patrick Joseph MooreEdward JonesJ.P. Morgan Securities LLC08-04-2017
James Daniel WilliamsEdward JonesJ.P. Morgan Securities LLC08-04-2017
David Clark EderEdward JonesJ.P. Morgan Securities LLC05-09-2017
Kirby ChienEdward JonesPrincipal Securities, Inc.04-24-2017
Lauren Elizabeth LudwigEdward JonesNorthwestern Mutual Investment Services, LLC01-17-2017
Matthew Duane SielEdward JonesNational Planning Corporation08-08-2016
Timothy Danel SchneiderEdward JonesBancWest Investment Services, Inc.$5003-03-2016
Alf Dean BarberEdward JonesUBS Financial Services Inc.01-29-2016
James Brennan BrownEdward JonesD.A. Davidson & Co.03-13-2015
Gary James ThomasEdward JonesMorgan Stanley$2502-13-2015
Renae Joy BelsvikEdward JonesKey Investment Services LLC01-09-2014
Roger Alan LillardEdward JonesJ.P. Morgan Securities LLC$2502-08-2013
Jacqueline Lea HalcombEdward JonesCUSO Financial Services, L.P.08-17-2012
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Showing 1 to 25 of 33 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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