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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joshua Domagoi CarapinaJ.P. Morgan Securities LLCEdward Jones03-04-2020
Aundeah Joann KearneyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2019
Cortney Michael WagnerJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.09-03-2019
Kelly Clay BentleyJ.P. Morgan Securities LLCEdward Jones08-07-2019
Michael D ThieryJ.P. Morgan Securities LLCLPL Financial LLC01-03-2019
Stacy Hawkins HooverJ.P. Morgan Securities LLCCapital One Investing, LLC11-30-2018
Parker Christian LapeyreJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Derrick O StrozierJ.P. Morgan Securities LLCMorgan Stanley11-28-2018
Brandon Joseph HebertJ.P. Morgan Securities LLCNYLIFE Securities LLC10-24-2018
Jeremy D JonesJ.P. Morgan Securities LLCCapital One Investing, LLC10-18-2018
Andrew L DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Jeremy Lee DuboseJ.P. Morgan Securities LLCEdward Jones06-07-2018
William J DunbarJ.P. Morgan Securities LLCCapital One Investing, LLC05-03-2018
Justin Ryan LedbetterJ.P. Morgan Securities LLCCapital One Investing, LLC04-13-2018
Charles AubertJ.P. Morgan Securities LLCCapital One Investing, LLC04-13-2018
Heath MendozaJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC03-26-2018
Kenneth E McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Kenny James WelcomeJ.P. Morgan Securities LLCMorgan Stanley11-20-2017
Christian D LenahanJ.P. Morgan Securities LLCLongbow Securities, LLC$2510-04-2017
Matthew Adam ParkerJ.P. Morgan Securities LLCIberia Capital Partners L.L.C.02-08-2017
Mia Angelette OwenJ.P. Morgan Securities LLCSecurian Financial Services, Inc.01-04-2017
Megan Blakeman FrostJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC08-19-2016
Jonathan Taylor PardueJ.P. Morgan Securities LLCMetLife Securities Inc.05-09-2016
Anthony Joseph CharlesJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC05-12-2015
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
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Showing 1 to 25 of 33 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.