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
Robin Jill ChasteenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marjorie M. HarperJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Don Allan LewisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joy Ann KerfootJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Curtis Alan HughesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kathy Ann LeafgreenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Susan Kay GibsonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kimberly Diane HazelwoodJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Moses UlanowskiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Lawrence AnthonyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David Lee TiddJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pamela L GettyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marshall Lee ByersJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan Patrick RossmanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley Park MatthewsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Eldon Ellsworth HayesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Stephen Andrew RenziJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brandi A DowneyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Richard Alan GrahamJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dustin Dude JonesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Holly Rae DemarcoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
James E. Sims Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Justin S. BurgeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dustin Stephen WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Robert Thomas WeliverJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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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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