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
Alexander Stephen CamachoEdward JonesJ.P. Morgan Securities LLC12-20-2017
Fang WangEdward JonesJ.P. Morgan Securities LLC11-21-2017
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 A. NewburnThrivent Investment Management Inc.J.P. Morgan Securities LLC09-07-2017
Douglas C. BrennanEdward JonesJ.P. Morgan Securities LLC08-04-2017
Nathan Michael SchultzEdward JonesJ.P. Morgan Securities LLC07-28-2017
Kira P. ColeEdward JonesJ.P. Morgan Securities LLC06-22-2017
Hope Lyn PollmannEdward JonesJ.P. Morgan Securities LLC$15005-26-2017
Brandon V. AllenEdward JonesJ.P. Morgan Securities LLC03-28-2017
Angel E. Morales-AtallahEdward JonesJ.P. Morgan Securities LLC03-28-2017
MATTHEW JON SWANGOEdward JonesJ.P. Morgan Securities LLC03-16-2017
Martin Kyle RuetherRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15002-08-2017
Rajnish BhuyanRaymond James & Associates, Inc.J.P. Morgan Securities LLC$24402-08-2017
Jill Garvey LohrRaymond James & Associates, Inc.J.P. Morgan Securities LLC$25002-08-2017
Meghan Taurus CaseyEdward JonesJ.P. Morgan Securities LLC10-27-2016
Marvin Darryl AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-16-2016
Alec Joseph MurrayEdward JonesJ.P. Morgan Securities LLC08-04-2016
Jean V.A. AlessandriniEdward JonesJ.P. Morgan Securities LLC01-28-2016
Taylor Robbert CurtiusEdward JonesJ.P. Morgan Securities LLC10-28-2015
Enrico Malpas SantosEdward JonesJ.P. Morgan Securities LLC07-08-2015
Narvee T. IntarachoteEdward JonesJ.P. Morgan Securities LLC01-23-2015
Charity Sirkle ReedEdward JonesJ.P. Morgan Securities LLC$10008-15-2014
Caleb Andrew StearEdward JonesJ.P. Morgan Securities LLC08-08-2014
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Showing 26 to 50 of 65 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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