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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel Frederick Niesslein JrEdward JonesCUSO Financial Services, L.P.$10003-13-2020
John Floyd OlsonEdward JonesNBC Securities, Inc.03-02-2020
Trevor Justin HurleyEdward JonesKey Investment Services LLC02-03-2020
Bret Lorin ReinerEdward JonesWells Fargo Clearing Services, LLC01-24-2020
Janet Kaye BuckalewEdward JonesCUSO Financial Services, L.P.10-25-2019
Kameron WatsonEdward JonesU.S. Bancorp Investments, Inc.10-25-2019
Ronald Wayne GordonEdward JonesJ.P. Morgan Securities LLC08-27-2019
Matthew Stephen AsayEdward JonesMorgan Stanley05-31-2019
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, LLC05-24-2019
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, LLC04-18-2019
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Cody Michael CalabreseEdward JonesWells Fargo Clearing Services, LLC03-01-2019
William Bruce LevesqueEdward JonesAmeriprise Financial Services, LLC03-01-2019
Christopher Walter RiceEdward JonesPark Avenue Securities LLC02-01-2019
Nora Lentz MickelsonEdward JonesWells Fargo Clearing Services, LLC02-01-2019
Bradley BoylEdward JonesTD Ameritrade, Inc.10-12-2018
Matthew William GuyetteEdward JonesJ.P. Morgan Securities LLC10-05-2018
Nicholas Michael BalesEdward JonesNBC Securities, Inc.09-07-2018
Jana Gay BasdenEdward JonesRosenbaum Financial$15006-19-2018
Christian L CoughlanEdward JonesJ.P. Morgan Securities LLC05-04-2018
Alfred Cameron HuntEdward JonesCity National Securities, Inc.03-05-2018
Christopher RichieEdward JonesPaychex Securities Corporation02-27-2018
Valerie Jean BraunEdward JonesLPL Financial LLC02-12-2018
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Showing 1 to 25 of 52 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.