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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Wayne HinkleRBC Capital Markets, LLCJ.P. Morgan Securities LLC$103-14-2019
Daniel David RadcliffEdward JonesJ.P. Morgan Securities LLC02-21-2019
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
William Michael O'NealEdward JonesJ.P. Morgan Securities LLC09-18-2018
David Alexander HollandEdward JonesJ.P. Morgan Securities LLC09-11-2018
William Edward PeeplesEdward JonesJ.P. Morgan Securities LLC08-21-2018
Matthew David JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
John Paul LamesajanEdward JonesJ.P. Morgan Securities LLC06-11-2018
Jacob Hunter FordEdward JonesJ.P. Morgan Securities LLC05-22-2018
Nathaniel C BeaverEdward JonesJ.P. Morgan Securities LLC04-19-2018
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Judi Rubin McanawEdward JonesJ.P. Morgan Securities LLC03-12-2018
Meghan Alicia HaynesEdward JonesJ.P. Morgan Securities LLC02-28-2018
Max Carter ShanleyEdward JonesJ.P. Morgan Securities LLC$101-19-2018
Alexander Stephen CamachoEdward JonesJ.P. Morgan Securities LLC12-20-2017
Alexander Wren ReubenEdward JonesJ.P. Morgan Securities LLC09-25-2017
Jordan Andrew DicksonEdward JonesJ.P. Morgan Securities LLC09-25-2017
Kamaljit KaurEdward JonesJ.P. Morgan Securities LLC09-22-2017
Sara Ann NewburnThrivent Investment Management Inc.J.P. Morgan Securities LLC09-07-2017
Douglas Charles BrennanEdward JonesJ.P. Morgan Securities LLC08-04-2017
Nathan Michael SchultzEdward JonesJ.P. Morgan Securities LLC07-28-2017
Kira Peggy ColeEdward JonesJ.P. Morgan Securities LLC06-22-2017
Hope Lyn PollmannEdward JonesJ.P. Morgan Securities LLC$15005-26-2017
Next Page »

Showing 1 to 25 of 58 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.

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