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
James Joseph DuncanEdward JonesAdvanced Equities, Inc.06-10-2011
Ronald A SchammertEdward JonesAllstate Financial Services, LLC05-10-2018
Ryan Daniel KleissEdward JonesAmerican Century Investment Services Inc.04-08-2016
Charles W JarvisEdward JonesAmplify Investments LLC02-25-2019
Samantha Dawn OwensEdward JonesBMO Harris Financial Advisors, Inc.08-09-2019
Joseph Francis DomekEdward JonesCambridge Investment Research, Inc.07-19-2019
Brenda Lee BruggerEdward JonesCetera Investment Services LLC$15011-16-2015
Joshua Robert KubiakEdward JonesChase Investment Services Corp.11-23-2009
Nicholas Gerard FronteraEdward JonesChase Investment Services Corp.$5006-15-2009
Steven Glenn HarveyEdward JonesCountry Capital Management Company02-02-2016
Julie Christine SuddrethEdward JonesCountry Capital Management Company08-12-2014
Bryce FitchEdward JonesCountry Capital Management Company05-02-2014
Wesley Dale SchummEdward JonesCountry Capital Management Company$15004-16-2014
Chad Michael WeigleEdward JonesCountry Capital Management Company$10002-17-2009
Michael K ColdwellEdward JonesCUNA Brokerage Services, Inc.$15001-06-2017
Kim ODonohueEdward JonesCUNA Brokerage Services, Inc.04-29-2016
Marilyn Dianne BurrellEdward JonesCUNA Brokerage Services, Inc.05-29-2015
David A CondonEdward JonesEquitable Advisors, LLC06-01-2020
Kyle OsterhageEdward JonesFarmers Financial Solutions, LLC05-03-2019
Laura Lee NeedsEdward JonesFarmers Financial Solutions, LLC$15002-10-2016
Jerry Dale LawheadEdward JonesFifth Third Securities, Inc.$15006-01-2018
Brian Arthur WendtEdward JonesFirst Analysis Securities Corporation05-02-2011
Angela Marie CaroselloEdward JonesFirst Heartland Capital, Inc.$2512-19-2016
Amy Marie PoduchEdward JonesGlobal Atlantic Distributors, LLC$5011-08-2010
Thomas Raymond CrosbyEdward JonesGoldman Sachs & Co.08-09-2017
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Showing 1 to 25 of 94 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.