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
Jean P CouturierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nicholas Andrew PtakJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Hernan A PrinceJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Aaron BobilyaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael John KayJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Malik J FarrJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Amber Lee ShearJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael AcevedoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Maydenise SantiagoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Samuel David SamanowitzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Philip W. CambersJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Justin Love BarrosoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Geoffrey IvonnetJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Danielle Ashley SchantzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jean Paul PadillaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Gerard Paiva Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Samantha CrouseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Carlos Alberto AguiarJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Omar Hassib FathallahJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph A Belcastro Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jennifer Lynn RichardsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jose Paulino FernandesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kathleen R CalmetJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Janet K. BakerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nick CherilusJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 176 to 200 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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