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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zubair Ahmad KhanJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC06-29-2015
Zoria OspinaJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC$25003-20-2015
Zichang LiuJ.P. Morgan Securities LLCCitigroup Global Markets Inc.09-10-2018
Zhihui LiJ.P. Morgan Securities LLCAXA Advisors, LLC02-09-2016
Zerong QianJ.P. Morgan Securities LLCCitizens Securities, Inc.06-18-2019
Zenia Lisette DelgadoJ.P. Morgan Securities LLCDeutsche Bank Securities Inc.07-01-2010
Zeeshan HasanJ.P. Morgan Securities LLCScottrade, Inc.12-12-2017
Zarida Marie BrokenboroughJ.P. Morgan Securities LLCPNC Investments12-01-2014
Zain Hanna MikhoJ.P. Morgan Securities LLCSanford C. Bernstein & Co., LLC09-01-2011
Zack Tyler SkinnerJ.P. Morgan Securities LLCBOK Financial Securities, Inc.03-15-2019
Zachary T. AshbyJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-29-2019
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Zachary Scott PickrenJ.P. Morgan Securities LLCMorgan Stanley04-23-2018
Zachary R MichaelJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.06-11-2018
Zachary Paul DoroskiJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC04-21-2014
Zachary John PerretJ.P. Morgan Securities LLCEdward Jones05-08-2019
Zachary James HansenJ.P. Morgan Securities LLCAXA Advisors, LLC10-31-2019
Zachary David YoungJ.P. Morgan Securities LLCThe Huntington Investment Company11-20-2019
Zachary Craig SmithJ.P. Morgan Securities LLCCetera Advisor Networks LLC12-18-2015
Zachary Clyde CulverJ.P. Morgan Securities LLCGoldman Sachs & Co.02-08-2019
Zachary CampbellJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Zachary Brian StuartJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2018
Zachary Andrew BrashearJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2019
Zachary Adam DeckerJ.P. Morgan Securities LLCWesBanco Securities, Inc.$15012-08-2015
Zachariah ZuhdiJ.P. Morgan Securities LLCMorgan Stanley11-26-2018
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Showing 1 to 25 of 4,015 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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