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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Joseph SalviJ.P. Morgan Securities LLCCapital One Investing, LLC12-12-2017
Casey Michael ReedJ.P. Morgan Securities LLCCapital One Investing, LLC01-23-2018
Inez Refugio AznarJ.P. Morgan Securities LLCCapital One Investing, LLC03-08-2018
Volodymyr Ethan KubatskyyJ.P. Morgan Securities LLCCapital One Investing, LLC03-20-2018
Ghazi Z NweiranJ.P. Morgan Securities LLCCapital One Investing, LLC03-21-2018
William Blake BridgesJ.P. Morgan Securities LLCCapital One Investing, LLC04-03-2018
Jason Zachary GopenJ.P. Morgan Securities LLCCapital One Investing, LLC04-06-2018
Joshua Tomas ConteroJ.P. Morgan Securities LLCCapital One Investing, LLC$2504-09-2018
Justin Ryan LedbetterJ.P. Morgan Securities LLCCapital One Investing, LLC04-13-2018
Charles AubertJ.P. Morgan Securities LLCCapital One Investing, LLC04-13-2018
John Thomas LafataJ.P. Morgan Securities LLCCapital One Investing, LLC05-01-2018
Shanicia Tiara HarrisJ.P. Morgan Securities LLCCapital One Investing, LLC05-01-2018
William J. DunbarJ.P. Morgan Securities LLCCapital One Investing, LLC05-03-2018
Barbara Ellen Beck-RiegerJ.P. Morgan Securities LLCCapital One Investing, LLC05-15-2018
Elizabeth Mata RamirezJ.P. Morgan Securities LLCCapital One Investing, LLC06-15-2018
Anthony Wayne MillerJ.P. Morgan Securities LLCCapital One Investing, LLC08-01-2018
Scott JenkinsJ.P. Morgan Securities LLCCapital One Investing, LLC09-13-2018
Jeremy David JonesJ.P. Morgan Securities LLCCapital One Investing, LLC10-18-2018
Stacy Hawkins HooverJ.P. Morgan Securities LLCCapital One Investing, LLC11-30-2018
Mohamed Sherif HabibJ.P. Morgan Securities LLCCapital One Investing, LLC02-05-2019
Rickey Alvin Williams Jr.J.P. Morgan Securities LLCCapital One Investing, LLC04-03-2019
Elvin RamicJ.P. Morgan Securities LLCCapital One Investing, LLC10-15-2019

Showing 1 to 22 of 22 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.