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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donald Wesley PendletonJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Leslie Lyn LittleJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Tarleton Elmer Smith IIIJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Matthew Aaron KnoblauchJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Anette Theresa LynJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Martin Jeffrey BryersJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Daniel Yj KimJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Connie Jean PaxtonJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Zhengjun LuJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Michael David JenisJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Ryan V. LeibyJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Aaron Delos HydeJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Benjamin Carl AsperJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Jess CrespiJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Erik Robert AndersonJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Kenneth Jude CloughJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Christopher Patrick KellyJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Maria M. SmithJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
William Scott RandallJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Andrew I HayekJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Christopher Shaun ChapmanJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Edward Peter ZbytniewskiJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Mustafa YaqubieJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Nathan James LehmanJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Hunter Cole YoungbloodJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
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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.

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