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
Amanda Wells SchmutteU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2009
Andrew P ThomasU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$90007-30-2019
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10011-29-2010
Charles David RidleyU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$50007-14-2009
Cheryl Annette BurressU.S. Bancorp Investments, Inc.Waddell & Reed02-27-2017
Chester Anthony WinnU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Christopher S. DerstineU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Erin Denise JohnsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2019
James Rork WilliamsU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)12-03-2010
Jayson James CaplingU.S. Bancorp Investments, Inc.Edward Jones$83004-04-2011
Jeffrey Clayton MeadorsU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.$10006-01-2016
Jeffrey Lyle BlackburnU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50004-25-2014
Jimmy P. JohnsonU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC06-25-2018
John Benedict JamesonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15008-29-2016
John Chih HuangU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-16-2018
Jonathan Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-05-2017
Jonathan M. EschanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15006-01-2018
Katie J. ReevesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-17-2013
Ladeanna R. DamronU.S. Bancorp Investments, Inc.MetLife Securities Inc.04-30-2014
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments$10008-31-2012
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Mary Jane JenningsU.S. Bancorp Investments, Inc.PNC Investments07-13-2010
Matthew Paul GieslerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$25007-12-2011
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$10001-28-2016
Michael McgriffU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.$10008-31-2016
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Showing 1 to 25 of 37 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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