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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raymond Allen LeonardJ.P. Morgan Securities LLCEdward Jones10-23-2012
Thomas Patrick CullinaneJ.P. Morgan Securities LLCEdward Jones10-24-2012
Monika Lovely GuptaJ.P. Morgan Securities LLCEdward Jones11-27-2012
Patrick Scott VentoJ.P. Morgan Securities LLCEdward Jones01-04-2013
Joseph Marvin Eckles Jr.J.P. Morgan Securities LLCEdward Jones$5003-12-2013
Aaron Russell HandfieldJ.P. Morgan Securities LLCEdward Jones04-01-2013
Ernesto FonsecaJ.P. Morgan Securities LLCEdward Jones08-30-2013
Jose Luis MartinezJ.P. Morgan Securities LLCEdward Jones01-13-2014
Christian Anna CarrJ.P. Morgan Securities LLCEdward Jones04-08-2015
Lai ZhangJ.P. Morgan Securities LLCEdward Jones08-15-2015
Yung Min YiJ.P. Morgan Securities LLCEdward Jones03-02-2016
Andrew Robert SantibanezJ.P. Morgan Securities LLCEdward Jones04-22-2016
Christopher NagleJ.P. Morgan Securities LLCEdward Jones04-26-2016
Jillian Lee SantibanezJ.P. Morgan Securities LLCEdward Jones06-21-2016
Robert Fernando EscuderoJ.P. Morgan Securities LLCEdward Jones08-31-2016
Daniel JordanJ.P. Morgan Securities LLCEdward Jones10-26-2016
Angus S. McdonaldJ.P. Morgan Securities LLCEdward Jones01-24-2017
Daniel Forrest FreerJ.P. Morgan Securities LLCEdward Jones12-05-2017
Tarik NasrawiJ.P. Morgan Securities LLCEdward Jones12-07-2017
Nicholas James FedrowJ.P. Morgan Securities LLCEdward Jones03-07-2018
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Cutter B. AmosJ.P. Morgan Securities LLCEdward Jones09-13-2018
Oscar GaytanJ.P. Morgan Securities LLCEdward Jones10-03-2018
Nathan Kamran AfshinJ.P. Morgan Securities LLCEdward Jones11-20-2018
Veronica L ArellanoJ.P. Morgan Securities LLCEdward Jones04-03-2019
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Showing 1 to 25 of 31 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.