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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Lynn DominguezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Orlando I. BottonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Melissa AlcoverJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angela H PaceJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Diana Valeria SolorzanoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Patricio A. Montalvo AlemanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Phebe S CosmoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Rosa C. BissellJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan Addison AndersonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Janely MarinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alma A. EspinozaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Heidy V. JimenezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bryan P MelkoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pierre RieumontJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Maria Lina MejiaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jose Angel AgostoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Steven M AylmerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Damar Valentine WellingtonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Diego A. ReisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Patrick J. McCaskillJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Barbara R. ShandersJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Walter F. Ramirez SarmientoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Daniel GarciaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ana M. ArangoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angela N. WaldJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 226 to 250 of 286 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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