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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chris R DelbeneJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Rajesh GuglaniJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vincent Frank SersoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas Jian Biao HuangJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Maria Carmen BerriosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Chuanlu QiuJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
George BrakatselosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gabrielle BrownJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vidya Vidhawatee JaggernauthJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Years Joplin DavisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John Julian McKayJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christopher PiazzaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bryant BettsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bibi S. Ali-BenjaminJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christopher NardoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Juana VidelaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pedro M EspejoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Seth Jason DubrowJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John Michael CafoneJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Chandrawat BakshJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Lisa AlvaradoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dwayne A WinterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Norbu Lhamo LamaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Serge AvizovJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pablo Vicente PicoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 351 to 375 of 781 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.

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