Advisers on the Move TEST

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
Brian Thomas YamamotoFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC06-30-2015
Nicholas W. RossFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC10-20-2015
Lauren K. WestFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC03-11-2016
Robert KangFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC04-08-2016
Jessica Angel JewFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC05-10-2016
James D. OszustFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC06-13-2016
Jazmin C. JacobsFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC06-13-2016
Marcia Gabriele DavisFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC07-06-2016
Brian Young KimFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC10-31-2016
Annette AuFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC02-23-2017
Jody J. CabardoFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC04-19-2017
Jennifer McLaughlinFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC04-25-2017
Jenna L. SteinhauerFirst Republic Securities Company, LLCJ.P. Morgan Securities LLC04-24-2019

Showing 1 to 13 of 13 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.