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
Christopher William BellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Chad Richard SmithEdward JonesCascade Capital Asset Management LLC07-15-2019
Keith E. BeasingerEdward JonesLPL Financial LLC06-14-2019
John William Misner Jr.Edward JonesMML Investors Services, LLC$20004-18-2019
William E. KernEdward JonesEquity Services, Inc.04-18-2019
Dean W. PownallEdward JonesWSECU Investment Management04-18-2019
Jason N. GlazierEdward JonesAmeriprise Financial Services, Inc.03-15-2019
Dennis Wayne Williams Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2019
Tara Hockett WiswallEdward JonesCetera Investment Services LLC09-07-2018
Kris Alan SchilperoortEdward JonesWaddell & Reed$2704-27-2018
Daniel Alvin AbbottEdward JonesMorgan Stanley$5011-24-2017
Elwis Johnson Jr.Edward JonesWaddell & Reed07-24-2017
Christopher Michael RischeEdward JonesLPL Financial LLC$1006-28-2017
Phillip E. UsseryEdward JonesSymetra Securities, Inc.06-16-2017
Kayla Louise GundersonEdward JonesCUSO Financial Services, L.P.04-13-2017
Kirk Louis MandlinEdward JonesWells Fargo Clearing Services, LLC$6303-31-2017
Kenneth Michael WachtendorfEdward JonesU.S. Bancorp Investments, Inc.$2511-10-2016
Blaine Allen PetersonEdward JonesMorgan Stanley$4301-15-2016
Glenn R. RichardsonEdward JonesCountry Capital Management Company08-06-2015
Jeremy John FerreraEdward JonesCountry Capital Management Company06-18-2015
Benjamin Nephi JensenEdward JonesU.S. Bancorp Investments, Inc.$1005-22-2015
Danielle Lauramarie RiversEdward JonesEssex National Securities, LLC04-20-2015
Aubrey Kaye HolwegnerEdward JonesJ.P. Morgan Securities LLC04-07-2015
Daniel Christian YoungEdward JonesKey Investment Services LLC02-20-2015
Joseph Bernard BilsboroughEdward JonesSecurity Distributors10-13-2014
Next Page »

Showing 1 to 25 of 42 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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