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
Megan B FrostJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC08-19-2016
Don H Raymond Jr.J.P. Morgan Securities LLCAmeriprise Financial Services, LLC06-06-2016
Nicholas Joseph La Mothe Sr.J.P. Morgan Securities LLCAmeriprise Financial Services, LLC03-09-2016
Keith Edward RobinsonJ.P. Morgan Securities LLCAmeritas Investment Company, LLC$2503-19-2019
Emily Flanders YonkerJ.P. Morgan Securities LLCAXA Advisors, LLC05-01-2015
Alvaro Steven PaizJ.P. Morgan Securities LLCAXA Advisors, LLC10-27-2014
Stacy Hawkins HooverJ.P. Morgan Securities LLCCapital One Investing, LLC11-30-2018
Jeremy David JonesJ.P. Morgan Securities LLCCapital One Investing, LLC10-18-2018
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
Casey Michael ReedJ.P. Morgan Securities LLCCapital One Investing, LLC01-23-2018
Margaret Adele ColemanJ.P. Morgan Securities LLCCetera Investment Services LLC01-28-2010
Jeffrey Scott HoltzclawJ.P. Morgan Securities LLCDorsey & Company, Inc.$1012-22-2016
Joshua Domagoi CarapinaJ.P. Morgan Securities LLCEdward Jones03-04-2020
Kelly Clay BentleyJ.P. Morgan Securities LLCEdward Jones08-07-2019
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Jeremy Lee DuboseJ.P. Morgan Securities LLCEdward Jones06-07-2018
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Kenneth E. McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Mitchell Douglas FranceJ.P. Morgan Securities LLCEdward Jones06-21-2016
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
John William RovettoJ.P. Morgan Securities LLCGoldman Sachs & Co.11-02-2010
Cortney Michael WagnerJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.09-03-2019
Brad Keith MathewsJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.$2505-01-2013
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Showing 1 to 25 of 63 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.