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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary L JonesJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Steven Michael SwansonJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Ronald W. Wenang Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Sergio J. Canevett Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Jerry Jy ChoiJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Felipe Puente Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Nikos GutrugianiosJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Brandon D. TatarevichJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Newlin Ottis WollastonJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Arturo P. Centeno Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Belinda RosenbergerJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Daniel Ronald AndreuzziJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Brent Warren SalamoneJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Philippe Charles DelvauxJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Erik Joseph FearnowJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Gregory John GishJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
David CepedaJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Donna Mary CrawfordJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Brian James GaffneyJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Gustavo A. FernandezJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Steve GerminoJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Thomas J ShawJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Andrew J. ObrienJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Geofffrey Charles StrohnJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Whittaker Mack IIIJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
« Previous PageNext Page »

Showing 301 to 325 of 3,632 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.