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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Steven BeckJ.P. Morgan Securities LLCPNC Investments01-18-2019
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
Rashad SharifJ.P. Morgan Securities LLCPNC Investments11-02-2018
Noah J. GiglioJ.P. Morgan Securities LLCPNC Investments10-22-2018
Otis Bernard EllisJ.P. Morgan Securities LLCPNC Investments$15009-14-2018
Bryan Edward JonesJ.P. Morgan Securities LLCPNC Investments08-17-2018
Ryan P. BaileyJ.P. Morgan Securities LLCPNC Investments07-19-2018
James Connor Macbeth IVJ.P. Morgan Securities LLCPNC Investments07-10-2018
Angela ShawJ.P. Morgan Securities LLCPNC Investments$15005-09-2018
Ginny Susan UrusJ.P. Morgan Securities LLCPNC Investments03-05-2018
Alexander E. ParisisJ.P. Morgan Securities LLCPNC Investments$15002-20-2018
Ilija DjukicJ.P. Morgan Securities LLCPNC Investments10-26-2017
Esther Ezekiel InyangJ.P. Morgan Securities LLCPNC Investments08-10-2017
Brian Joseph FuchsJ.P. Morgan Securities LLCPNC Investments07-18-2017
Matthew A. JunstromJ.P. Morgan Securities LLCPNC Investments06-22-2017
Ryan Rajeev AdhariJ.P. Morgan Securities LLCPNC Investments06-09-2017
Jodie Marie ConoverJ.P. Morgan Securities LLCPNC Investments03-17-2017
Evan D. SchererJ.P. Morgan Securities LLCPNC Investments$1003-09-2017
Jay J. Peitsch IIJ.P. Morgan Securities LLCPNC Investments08-04-2016
Ryan Edward KanzJ.P. Morgan Securities LLCPNC Investments06-23-2016
Alexia Paroz YoungJ.P. Morgan Securities LLCPNC Investments03-29-2016
Chad E. AdamsJ.P. Morgan Securities LLCPNC Investments02-04-2016
Matthew P ThomasJ.P. Morgan Securities LLCPNC Investments10-16-2015
Nina Anne GiresiJ.P. Morgan Securities LLCPNC Investments06-23-2015
Daniel Omar LedesmaJ.P. Morgan Securities LLCPNC Investments05-28-2015
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Showing 1 to 25 of 45 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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