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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel ChoJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC08-19-2014
Patrick MajJ.P. Morgan Securities LLCArista Wealth Management, LLC11-08-2016
James Olizarowicz Jr.J.P. Morgan Securities LLCBancWest Investment Services, Inc.$5003-05-2019
Jason R. KelleyJ.P. Morgan Securities LLCC C F Investments, Inc.06-05-2017
Brent E. CowinJ.P. Morgan Securities LLCCambridge Investment Research, Inc.09-11-2019
Tianyuan HuangJ.P. Morgan Securities LLCCetera Investment Services LLC08-31-2018
Jennifer Kalai GarciaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-15-2019
Kelly Modene NeelyJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC01-26-2017
Christofer W. YacoubJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC02-11-2016
Joseph SimonsJ.P. Morgan Securities LLCKey Investment Services LLC09-12-2019
David Patrick ChandlerJ.P. Morgan Securities LLCLincoln Financial Advisors Corporation09-21-2017
Lorraine Beth CalcoteJ.P. Morgan Securities LLCLPL Financial LLC04-15-2016
Matthew Louis McCreaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-08-2018
Jessica H. AranaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-29-2017
Joseph Philip Tartaglini Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2108-18-2017
Jeffrey Lester MareshJ.P. Morgan Securities LLCMorgan Stanley11-01-2012
Anthony Louis RipamontiJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC12-02-2019
Luana GreenJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-04-2019
Shannon D. RussellJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-09-2019
Madhu Sudan SharmaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-02-2018
Christopher Andrew DeweyJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-16-2018
Myriam Elizabeth Biglang-AwaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-26-2018
Sarah Ann VampolaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-11-2018
Jeremy M EvensJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-10-2014

Showing 1 to 24 of 24 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.