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
Patricia Ann GrantJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Zachary Alan ZwillingJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Edgar Alexis JovelJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Johnatan David KokosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mitchell Leroy WallaceJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Scott R. WeberJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alisa Darlene TorresJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nancy BarreraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adrian F. SchulzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Timothy Scott EverhartJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ami Desai IbarraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Hoang Tien TranJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Francesko KristovichJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jerry F. DillonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian Michael GauseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kayvon Kevin MagidiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian Simeon MarquezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alma C. EdralinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marta Isabell PatricioJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Peter Dinh HangJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Roxanna MartinezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Sabine Johanna De WeijerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Craig Allen Davis Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Erwel ManlapidJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian R. LambJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 126 to 150 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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