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
Jon Michael SchuttingaAmeriprise Financial Services, LLCEdward Jones09-04-2020
Austin L FenderNorthwestern Mutual Investment Services, LLCEdward Jones04-21-2020
Joseph William LucasFBL Marketing Services, LLCEdward Jones01-30-2020
Taylor WilsonGreenstone Wealth ManagementEdward Jones10-21-2019
Zachary William PayneCambridge Investment Research, Inc.Edward Jones10-11-2019
Brett Douglas Van SlotenLPL Financial LLCEdward Jones05-20-2019
Kevin Scott GoodTD Ameritrade Investment Management, LLCEdward Jones02-04-2019
Tad Allen StolleyWells Fargo Clearing Services, LLCEdward Jones06-26-2018
James S ScullyTIAA-CREF Individual & Institutional Services, LLCEdward Jones04-18-2018
Matthew James KennedySecurities America, Inc.Edward Jones01-22-2018
John Arthur LocherWells Fargo Clearing Services, LLCEdward Jones12-08-2016
Stephen Ralph JohnsonWells Fargo Clearing Services, LLCEdward Jones10-25-2016
Adam HaluskaWells Fargo Clearing Services, LLCEdward Jones08-01-2016
Adam Michael LaffeyPackerland Brokerage Services, Inc.Edward Jones04-11-2016
Michael Robert CordesWells Fargo Clearing Services, LLCEdward Jones12-17-2015
Joshua Dirk BoomsmaWells Fargo Clearing Services, LLCEdward Jones12-07-2015
Jannifer Lyn ShullAmeriprise Financial Services, LLCEdward Jones10-09-2015
Adam John ReutzelTIAA-CREF Individual & Institutional Services, LLCEdward Jones10-29-2014
Brian Paul GibsonRaymond James Financial Services, Inc.Edward Jones10-20-2014
Kevin FretteNorthwest Wealth Management, LLCEdward Jones06-16-2014
Jeffrey Dean PloegerNorthwest Wealth Management, LLCEdward Jones11-26-2013
Matthew Bruce JensMorgan StanleyEdward Jones06-20-2013
Nicholas William BlasbergLPL Financial LLCEdward Jones04-26-2013
William Neumann ThomasU.S. Bancorp Investments, Inc.Edward Jones03-27-2013
Jason Brent Vande BrakeNorthwest Wealth Management, LLCEdward Jones10-03-2012
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Showing 1 to 25 of 43 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.