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.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Heather Lee FuhrJ.P. Morgan Securities LLCMorgan Stanley$1,00007-10-2018
Brett Matthew BengeJ.P. Morgan Securities LLCLegacy Advisory Group, LLC01-30-2018
Jason Allen WhitlockJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.04-24-2017
Kenneth Scott DonalsonJ.P. Morgan Securities LLCLPL Financial LLC04-21-2017
Jerimiah Christino RigginsJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC01-20-2017
Michael Hayden BakerJ.P. Morgan Securities LLCVSR Financial Services, Inc.03-09-2016
Braden James TylerJ.P. Morgan Securities LLCMorgan Stanley01-22-2016
John Paul YeagerJ.P. Morgan Securities LLCEdward Jones04-02-2015
Mark RepasyJ.P. Morgan Securities LLCAXA Advisors, LLC$15003-23-2015
Michael Anthony ConnerJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-22-2015
Donald Shane HowatJ.P. Morgan Securities LLCCambridge Investment Research, Inc.10-15-2014
Charles Andre ReynoldsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.07-09-2014
Ashley Micheal RowlandJ.P. Morgan Securities LLCAXA Advisors, LLC03-14-2014
Martin C BuchananJ.P. Morgan Securities LLCEdward Jones03-18-2013

Showing 1 to 14 of 14 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 β€œ β€” β€œ 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.


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