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
Matthew William MurphyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Behnam LavianJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Peter Mcauliffe McMahonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kevin R. ChewJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jolene Michelle ProsserJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan Patrick FisherJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jeannine Marie BoutinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Rodrigo Arthur EliceaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Shane Richard BettsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Karina MarquezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ming Hong ChungJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Edith P. LauJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pedram AfzalJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Cortney KentJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David A. VelaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joshua Erseen KuoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kent H. ChungJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Erin Elaine BurkeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Hersh D. ChudasamaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tamie Ann FullerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Caroline Cecilia WijesingheJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Travis Carter HarringtonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Van B B. DuJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Moreen Sanjani LatchmanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mohammad Saudi RihanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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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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