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
Jean V.A. AlessandriniEdward JonesJ.P. Morgan Securities LLC01-28-2016
Taylor Robbert CurtiusEdward JonesJ.P. Morgan Securities LLC10-28-2015
Narvee T. IntarachoteEdward JonesJ.P. Morgan Securities LLC01-23-2015
Charity Sirkle ReedEdward JonesJ.P. Morgan Securities LLC08-15-2014
Joshua David BushEdward JonesJ.P. Morgan Securities LLC05-13-2014
Evelyn Sunilda FloresEdward JonesJ.P. Morgan Securities LLC04-25-2014
Robert Alan JonaganU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-03-2014
Thurman Adolphus JohnsonEdward JonesJ.P. Morgan Securities LLC12-06-2013
Curtis William MullinsEdward JonesJ.P. Morgan Securities LLC08-12-2013
John Anthony ManisEdward JonesJ.P. Morgan Securities LLC01-22-2013
Michael A. CevallosEdward JonesJ.P. Morgan Securities LLC12-31-2012
Brandon Scott FalbeBKD Wealth Advisors, LLCJ.P. Morgan Securities LLC11-07-2012
Donald Hall AvenEdward JonesJ.P. Morgan Securities LLC03-22-2012
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Showing 26 to 38 of 38 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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