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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lynnel K FletcherJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$15008-23-2013
Barbara Lynn HanwayJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC10-16-2013
Ulugbek KhashimovJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC12-02-2013
Brett MartinJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$2504-14-2014
Samuel ChoJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC08-19-2014
Christine J HulmeJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC09-26-2014
Roberto Austin JrJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-18-2014
Gregory FerdinandJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$15002-06-2015
Robert Scott CrowellJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-10-2015
Cliff Joseph AndersonJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC04-25-2016
Theodore Robert FisherJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$70006-17-2016
William Douglas Hicks JrJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$2507-15-2016
Megan Blakeman FrostJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC08-19-2016
Noah Ray HughesJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC04-21-2017
Isaac LlerasJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC04-24-2017
Joshua Michael PerkinsJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC05-18-2017
David Brian WinterJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC09-08-2017
Victor Manuel CorreaJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC12-15-2017
Pamela Lea FrederickJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC01-30-2018
George J LesnikJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$5006-07-2018
Jason Brice MeekJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$2509-24-2018
Samer Ibrahim Jabra DeirJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-15-2018
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC12-14-2018
Jamie Lynn SkaggsJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-04-2019
Reno Jon TusingJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-22-2019
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Showing 1 to 25 of 32 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.