Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason HollandJPMorgan Chase & Co.Wells Fargo Advisors$24010-09-2018
Stephen Gold, Patrick HenryJPMorgan Chase & Co.UBS Financial Services$010-08-2018
Chris Sheets, Forrest GreenJPMorgan Chase & Co.Sanford C. Bernstein & Co. $90009-06-2018
Patrick Amato, Robert Waldbauer Jr.JPMorgan Chase & Co.UBS Financial Services$75308-10-2018
David R. ReiserJPMorgan Chase & Co.Morgan Stanley Wealth Management$50006-20-2018
Jonathan McPharlin, Daniel Halperin, and Charles A. Cooper Jr.JPMorgan Chase & Co.Bank of America Merrill Lynch$44306-01-2018
Michael TaggartJPMorgan Chase & Co.Bank of America Merrill Lynch$80005-11-2018
Kurt SylviaJPMorgan Chase & Co.UBS Financial Services$1,20011-30-2017
Richard Edge and John MinsonJPMorgan Chase & Co.UBS Financial Services$60011-30-2017
L.O. Patrick Corbett, Robert F. Mason, Daniel WarrenJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,20011-02-2017
Frank Botta, Daniel McCarron, Mike CoyneJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,10011-02-2017
Colleen O'CallaghanJPMorgan Chase & Co.Morgan Stanley Wealth Management$2,50011-02-2017
Robert S. Gilman, Robert Kushel, Jed A Morton and David StanfordJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,60010-25-2017
Brad Hamlin, Brad Fine, Carl PestelosJPMorgan Chase & Co.UBS Financial Services$40005-03-2017
David RumrillJPMorgan Chase & Co.Morgan Stanley Wealth Management$31004-20-2017
Jay Canell, Neil Canell, Justin DemboJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,00004-11-2017
Bruce LedouxJPMorgan Chase & Co.Morgan Stanley Wealth Management$006-25-2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai JPMorgan Chase & Co.Deutsche Bank$006-13-2014
Antonio JPMorgan Chase & Co.Wells Fargo Advisors$006-02-2014
David StarkerJPMorgan Chase & Co.Credit Suisse Wealth Services$005-16-2014
Matthew Kutcher, Bryan DeFrancesJPMorgan Chase & Co.Credit Suisse Wealth Services$003-25-2014
John DelehantyJPMorgan Chase & Co.Credit Suisse Wealth Services$003-21-2014
Shawn StanleyJPMorgan Chase & Co.Neuberger Berman$003-14-2014
Evan Schottenstein JPMorgan Chase & Co.Morgan Stanley Wealth Management$003-10-2014
Kevin L. Baker, Dan SullivanJPMorgan Chase & Co.Bernstein Global Wealth Management$001-13-2014
Next Page »

Showing 1 to 25 of 30 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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