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
Erik D. WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexander Gregory SanchezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Frank SaldanaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jason ZivichJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian William KrebsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Sean Michael AdlerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Diana Patricia StraderJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jennifer Marie BarlowJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Stanley K. TangJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tiffany Denise LewJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Seth Ryan StemenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brendan Michael WhiteJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joana Patricia VillaltaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anna HovakimyanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nadira HabeebJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Farema OsmaniJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Usman AhmedJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Sandra J. RijJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ty C. KearneyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex Edgardo ChaconJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joshua D. PerriJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Avinash R. AlwaniJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nancy TantraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tamali ChandaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ursuline H. AzulJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 201 to 225 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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