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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Charles O'ConnellJ.P. Morgan Securities LLCMorgan Stanley08-29-2018
Matthew William BensonJ.P. Morgan Securities LLCMorgan Stanley09-22-2017
Dominique Bernea Jordan-GreenJ.P. Morgan Securities LLCMorgan Stanley05-03-2017
Hyo Jin LimJ.P. Morgan Securities LLCMorgan Stanley03-27-2017
Timothy DecilveoJ.P. Morgan Securities LLCMorgan Stanley02-24-2017
Jonathan Kevin CanterJ.P. Morgan Securities LLCMorgan Stanley12-06-2016
Meghna Puja PanjabiJ.P. Morgan Securities LLCMorgan Stanley09-20-2016
Charles Thomas WebsterJ.P. Morgan Securities LLCMorgan Stanley06-16-2016
Sujatha RavikumarJ.P. Morgan Securities LLCMorgan Stanley05-20-2016
Frank Christian MooreJ.P. Morgan Securities LLCMorgan Stanley05-05-2016
Kashif Mohammed RizviJ.P. Morgan Securities LLCMorgan Stanley03-22-2016
Shaan Kishore RajaJ.P. Morgan Securities LLCMorgan Stanley03-01-2016
Stacey Lynn RothJ.P. Morgan Securities LLCMorgan Stanley02-08-2016
Angel Eduardo MatosJ.P. Morgan Securities LLCMorgan Stanley09-08-2015
Wilhelmina LoJ.P. Morgan Securities LLCMorgan Stanley06-23-2015
Christian James Matthew Ferrei WhelanJ.P. Morgan Securities LLCMorgan Stanley06-08-2015
Sandra Jessica GoinsJ.P. Morgan Securities LLCMorgan Stanley05-28-2015
Julian Abraham BartolomeiJ.P. Morgan Securities LLCMorgan Stanley05-20-2015
Bradley Scot FriskJ.P. Morgan Securities LLCMorgan Stanley04-22-2015
Antwan Sylvester DanielsJ.P. Morgan Securities LLCMorgan Stanley04-21-2015
Michael Lane FieldsJ.P. Morgan Securities LLCMorgan Stanley03-18-2015
Arthur Schmidt FelixJ.P. Morgan Securities LLCMorgan Stanley$5003-12-2015
Christopher Hank FreitasJ.P. Morgan Securities LLCMorgan Stanley$15002-23-2015
Deronnie Lavon PittsJ.P. Morgan Securities LLCMorgan Stanley02-05-2015
Blake Harrison FreemanJ.P. Morgan Securities LLCMorgan Stanley12-12-2014
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Showing 1 to 25 of 39 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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