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
Daniel OropezaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Hanin A. AbdallahJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Edgar Alfredo RuizJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony E. McGeeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marlette V. MorrisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nathalya Rose WolfJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vincent F PivirottoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bryan S. MatheneyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex E. MinerosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Judy HengJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Javier DuranJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tito Esteban GutierrezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christopher A. VargasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jason WangJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vicky TrinidadJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joe M. Charboneau IIJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Rise Faith B. AgravanteJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan P. ChauJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Sherif S. SalibJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gordon ChenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mishawndra L. HughesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Carlos J. TorresJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jorge Alberto ArreolaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Clayton W. DoserJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jason David WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 251 to 275 of 476 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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