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
Chris BrewerJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-08-2012
Daniel CrockettJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5012-27-2012
Garry J PentaJ.P. Morgan Securities LLCFifth Third Securities, Inc.$15005-15-2013
Brett CanarelliJ.P. Morgan Securities LLCFifth Third Securities, Inc.$2508-28-2013
Fay Fatma EllingJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-04-2013
Daniel Gray MceachernJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5001-09-2014
Vianna BurnsJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-01-2014
John Lee GollidayJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-15-2014
Robert K DhooreJ.P. Morgan Securities LLCFifth Third Securities, Inc.$15006-11-2014
Isaac J TreeshJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-13-2014
Tonya Suzanne HammondsJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-19-2014
Michael Jay WiersJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-16-2015
Mark JosaitisJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5009-11-2015
James Ernest PotterJ.P. Morgan Securities LLCFifth Third Securities, Inc.09-22-2015
Steven Todd HendersonJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-23-2015
Michael Douglas McMorrisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-15-2015
Timothy E JolliffeJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-28-2015
Robert A EvansJ.P. Morgan Securities LLCFifth Third Securities, Inc.02-29-2016
Jason W YachJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-27-2016
Alfredo RamirezJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-02-2016
Jason Louis ChristopoulosJ.P. Morgan Securities LLCFifth Third Securities, Inc.11-29-2016
Monica Lynn ChicoJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-03-2017
Michael Nolan MehilosJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-06-2017
Casimer J KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Victoria Anne MigneronJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-08-2017
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Showing 1 to 25 of 37 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.