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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon Lee JonesJ.P. Morgan Securities LLCEdward Jones08-17-2020
Brandon L. JonesJ.P. Morgan Securities LLCEdward Jones08-17-2020
Brandon L. JonesJ.P. Morgan Securities LLCEdward Jones08-17-2020
Christopher Alan WhiteJ.P. Morgan Securities LLCEdward Jones04-29-2020
Ryan McmahonJ.P. Morgan Securities LLCEdward Jones04-16-2020
Joshua Domagoi CarapinaJ.P. Morgan Securities LLCEdward Jones03-04-2020
Julius FangJ.P. Morgan Securities LLCEdward Jones01-22-2020
Spencer Brad KostrinskyJ.P. Morgan Securities LLCEdward Jones01-17-2020
Yimmy De Jesus MardoJ.P. Morgan Securities LLCEdward Jones01-13-2020
Claude J WilsonJ.P. Morgan Securities LLCEdward Jones01-07-2020
Adam Wade HewettJ.P. Morgan Securities LLCEdward Jones12-18-2019
Matthew Allen GlancyJ.P. Morgan Securities LLCEdward Jones12-09-2019
Joseph D. Hubbard IIIJ.P. Morgan Securities LLCEdward Jones12-05-2019
Brandon BlumenhorstJ.P. Morgan Securities LLCEdward Jones11-29-2019
Michael Anthony MancivalanoJ.P. Morgan Securities LLCEdward Jones11-27-2019
Candelario ValdiviaJ.P. Morgan Securities LLCEdward Jones11-18-2019
Kameron Jajuan SumrallJ.P. Morgan Securities LLCEdward Jones11-12-2019
Daniel S MulliganJ.P. Morgan Securities LLCEdward Jones10-31-2019
David Joseph SternastyJ.P. Morgan Securities LLCEdward Jones10-25-2019
Ahmad HussainJ.P. Morgan Securities LLCEdward Jones10-22-2019
Bill Mckindsey Crawford IVJ.P. Morgan Securities LLCEdward Jones09-24-2019
Nicolas Alejandro BravoJ.P. Morgan Securities LLCEdward Jones09-17-2019
Garrett P MorganJ.P. Morgan Securities LLCEdward Jones08-19-2019
James TindallJ.P. Morgan Securities LLCEdward Jones08-16-2019
Kelly Clay BentleyJ.P. Morgan Securities LLCEdward Jones08-07-2019
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Showing 1 to 25 of 161 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.