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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carlos Ferrero Bonzon Jr.Morgan StanleyJ.P. Morgan Securities LLC07-11-2019
Claudia Victoria MartinezMorgan StanleyJ.P. Morgan Securities LLC08-08-2018
Dominique B. JordanMorgan StanleyJ.P. Morgan Securities LLC10-26-2018
Gregory Hagop ShirinianMorgan StanleyJ.P. Morgan Securities LLC08-29-2018
Harpreet Singh SidhuMorgan StanleyJ.P. Morgan Securities LLC06-26-2019
Isel Maria IsernMorgan StanleyJ.P. Morgan Securities LLC08-23-2018
Jacqueline Marlene SchleimerMorgan StanleyJ.P. Morgan Securities LLC07-16-2019
Jason W. WolterMorgan StanleyJ.P. Morgan Securities LLC$5006-28-2019
Manan Balendra AminMorgan StanleyJ.P. Morgan Securities LLC10-26-2018
Maria Del Carmen BaezMorgan StanleyJ.P. Morgan Securities LLC08-09-2018
Mario Rene LamarMorgan StanleyJ.P. Morgan Securities LLC07-11-2019
Michael BishayMorgan StanleyJ.P. Morgan Securities LLC$5009-26-2018
Michael Jautyng YuMorgan StanleyJ.P. Morgan Securities LLC05-06-2019
Nicholas J. PavlisMorgan StanleyJ.P. Morgan Securities LLC04-01-2019
Olga Cristina BlanchetteMorgan StanleyJ.P. Morgan Securities LLC08-08-2018
Ronald DiazMorgan StanleyJ.P. Morgan Securities LLC06-20-2019
Veronica Naomi ChavarinMorgan StanleyJ.P. Morgan Securities LLC$10001-11-2019

Showing 1 to 17 of 17 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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