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
Amanda Jean HiltonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Elisabet GravaniJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
G Kristopher JonesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Julia R. PhillipsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley S. SottongJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Scott Lee MitchellJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
William Lee JonesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Stacy LefloreJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Crystal Catherine NeilJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christina Nicole CavazosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Lindsay Anne McGaryJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Craig A. ScholtesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nadia MuhammadJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Natalie L. CartagenaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Nick S. RayJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Leslie Kay LongJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Virginia D. PattisonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tracy A. SaundersJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Cassandrea M. ShaferJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Spencer H WhitcombJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Faron M. HughesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael T. CoatsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dione T. Pulsoni HraschJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Deanna Lynn ReevesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Terrence G MichalikJ.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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