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
Evan George StamosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Winston MorrisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Samuel A IampagliaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Peter Thomas ManningJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Briel SkardaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Carrie Lynne FrenchJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas JareckiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Calvin LucasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Matthew John BettesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Margie SchletzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian Nicholas DegradoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tyler Evan PassmoreJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Grazyna KolendaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Todd Daniel BraseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jon T TienJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joshua Thomas ReschJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Laura Courtney PowellJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gary Christopher AlmoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jeremy James CloutierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jeffrey Michael MyersJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Chad Edward KreifelJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Allen Kee ChanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Lana Leigh BerardiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Arthur Victor Henderson Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brett N ThomasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 76 to 100 of 241 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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