Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Jay ReevesEdward JonesRaymond James Financial Services$2505-08-2020
Amy Marjorie O'BrienEdward JonesLPL Financial LLC01-31-2020
Aaron Bruce OlsonEdward JonesNorthwestern Mutual Investment Services, LLC12-06-2019
Michael Joseph BullickEdward JonesRaymond James Financial Services, Inc.11-22-2019
Vernon Douglas Isaacs IIIEdward JonesCetera Investment Services LLC09-06-2019
Casey Ray NelsonEdward JonesKey Investment Services LLC08-16-2019
Robert Ray WisneskiEdward JonesSchwab Private Client Investment Advisory, Inc.04-26-2019
Corey James CordrayEdward JonesFifth Third Securities, Inc.04-22-2019
Jonathan Jay LouisEdward JonesProEquities, Inc.04-15-2019
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Seth Nigel WilsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-15-2019
Michael W. ReynoldsEdward JonesPruco Securities, LLC.02-01-2019
Michael H GordonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2018
Eric Thomas HigdonEdward JonesAmeriprise Financial Services, LLC09-14-2018
Paul Jason CarusoEdward JonesWaddell & Reed$1008-31-2018
Christopher Scott BechertEdward JonesJ.P. Morgan Securities LLC08-31-2018
Michael Douglas LaneEdward JonesLPL Financial LLC07-13-2018
Samuel James Jeffrey OtleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
Jeffery Dale ClecknerEdward JonesNorthwestern Mutual Investment Services, LLC$15005-25-2018
Christopher Evan RayEdward JonesJ.P. Morgan Securities LLC05-04-2018
Allison J. ZechEdward JonesLPL Financial LLC11-24-2017
Michael Dale IsgriggEdward JonesWells Fargo Advisors Financial Network, LLC$5009-08-2017
James Andrew FaroEdward JonesWells Fargo Clearing Services, LLC$5008-18-2017
Paul M GaylerEdward JonesCUNA Brokerage Services, Inc.08-18-2017
Brenda Jean SchaeferEdward JonesFifth Third Securities, Inc.$1,00005-19-2017
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Showing 1 to 25 of 51 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 ā€œ ā€” ā€œ is listed in the recordā€™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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.