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)

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
Russell BedoreJ.P. Morgan Securities LLCStrategic Advisers LLC07-15-2013
Daibby MinogueJ.P. Morgan Securities LLCStrategic Advisers LLC10-08-2013
Glenn Evans Holmes JrJ.P. Morgan Securities LLCStrategic Advisers LLC$15010-15-2013
David A FletcherJ.P. Morgan Securities LLCStrategic Advisers LLC05-22-2014
Cisar OcanaJ.P. Morgan Securities LLCStrategic Advisers LLC$15007-23-2014
Justin William BowlesJ.P. Morgan Securities LLCStrategic Advisers LLC08-05-2014
Michael Lawrence HaywardJ.P. Morgan Securities LLCStrategic Advisers LLC$15010-23-2014
David Thomas KettlewellJ.P. Morgan Securities LLCStrategic Advisers LLC04-02-2015
Alexander W LenzJ.P. Morgan Securities LLCStrategic Advisers LLC10-01-2015
Michael T TruckenmillerJ.P. Morgan Securities LLCStrategic Advisers LLC03-15-2016
JAMIE Vincent DELIOJ.P. Morgan Securities LLCStrategic Advisers LLC04-19-2016
Jodie McKenzieJ.P. Morgan Securities LLCStrategic Advisers LLC06-07-2016
Lisa QuachJ.P. Morgan Securities LLCStrategic Advisers LLC07-11-2016
Michael HasbachJ.P. Morgan Securities LLCStrategic Advisers LLC07-29-2016
Steven Colt EasleyJ.P. Morgan Securities LLCStrategic Advisers LLC08-18-2016
James Victor TempleJ.P. Morgan Securities LLCStrategic Advisers LLC12-21-2016
Karl H MirandaJ.P. Morgan Securities LLCStrategic Advisers LLC03-08-2017
Perry Scott MeyersJ.P. Morgan Securities LLCStrategic Advisers LLC$2507-10-2017
Steven TozerJ.P. Morgan Securities LLCStrategic Advisers LLC07-17-2017
Brett Fletcher RocineJ.P. Morgan Securities LLCStrategic Advisers LLC07-20-2017
Michael Joseph GeorgalasJ.P. Morgan Securities LLCStrategic Advisers LLC10-20-2017
Alan ChildsJ.P. Morgan Securities LLCStrategic Advisers LLC12-20-2017
Danijela SkopljakJ.P. Morgan Securities LLCStrategic Advisers LLC07-12-2018

Showing 1 to 23 of 23 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.