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
Glenn Frederick IsraelEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2009
Scott David ThiemeEdward JonesNorthwestern Mutual Investment Services, LLC07-06-2009
Matthew Edward FrechetteEdward JonesFirst Heartland Capital, Inc.10-19-2009
Gretchen Elaine AndersonEdward JonesWells Fargo Clearing Services, LLC02-05-2010
Michael Scott OwensEdward JonesCUNA Brokerage Services, Inc.05-14-2010
Lori Ladona OlsonEdward JonesWells Fargo Investments, LLC06-25-2010
Kimberly Rae GarrettEdward JonesCincinnati Analysts, Inc.09-10-2010
Tania Lynn Campbell-CruserEdward JonesChase Investment Services Corp.12-01-2010
Amy Helene BlumerEdward JonesChase Investment Services Corp.05-19-2011
Timothy Craig ShrewsburyEdward JonesMorgan Stanley09-30-2011
Ryan Patrick HaleEdward JonesMFS Fund Distributors, Inc.10-19-2012
John Eric DeweyEdward JonesMorgan Stanley$5006-07-2013
Chad L. BaldwinEdward JonesLPL Financial LLC07-18-2014
Mary M. VeghEdward JonesWells Fargo Clearing Services, LLC09-11-2015
Michael D. BubaloEdward JonesWaddell & Reed12-21-2015
Jeremy Wayne PaytonEdward JonesCetera Investment Services LLC01-04-2016
James Richard BeardEdward JonesLPL Financial LLC08-15-2016
Kennith Marcell MeeksEdward JonesForesters Financial Services, Inc.09-23-2016
Dustin David DakeEdward JonesPruco Securities, LLC.$1010-14-2016
Nathan Miles AndersonEdward JonesAIG Capital Services, Inc.11-07-2016
Ryne Michael OtisEdward JonesNorthwestern Mutual Investment Services, LLC01-06-2017
Kevin Gene AddingtonEdward JonesRaymond James Financial Services, Inc.05-08-2017
James Andrew FaroEdward JonesWells Fargo Clearing Services, LLC$5008-18-2017
Paul M GaylerEdward JonesCUNA Brokerage Services, Inc.08-18-2017
Michael Dale IsgriggEdward JonesWells Fargo Advisors Financial Network, LLC$5009-08-2017
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Showing 1 to 25 of 37 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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