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
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Alexander Stephen CamachoEdward JonesJ.P. Morgan Securities LLC12-20-2017
Alexander Wren ReubenEdward JonesJ.P. Morgan Securities LLC09-25-2017
Angel E. Morales-AtallahEdward JonesJ.P. Morgan Securities LLC03-28-2017
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Brandon Scott FalbeBKD Wealth Advisors, LLCJ.P. Morgan Securities LLC11-07-2012
Brandon V. AllenEdward JonesJ.P. Morgan Securities LLC03-28-2017
Charity Sirkle ReedEdward JonesJ.P. Morgan Securities LLC08-15-2014
Curtis William MullinsEdward JonesJ.P. Morgan Securities LLC08-12-2013
Donald Hall AvenEdward JonesJ.P. Morgan Securities LLC03-22-2012
Douglas C. BrennanEdward JonesJ.P. Morgan Securities LLC08-04-2017
Evelyn Sunilda FloresEdward JonesJ.P. Morgan Securities LLC04-25-2014
George Wayne HinkleRBC Capital Markets, LLCJ.P. Morgan Securities LLC03-14-2019
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
Hope Lyn PollmannEdward JonesJ.P. Morgan Securities LLC05-26-2017
Jean V.A. AlessandriniEdward JonesJ.P. Morgan Securities LLC01-28-2016
Jill Garvey LohrRaymond James & Associates, Inc.J.P. Morgan Securities LLC$2502-08-2017
John Anthony ManisEdward JonesJ.P. Morgan Securities LLC01-22-2013
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Joshua David BushEdward JonesJ.P. Morgan Securities LLC05-13-2014
Judith Rubin McAnawEdward JonesJ.P. Morgan Securities LLC03-12-2018
Kira P. ColeEdward JonesJ.P. Morgan Securities LLC06-22-2017
Martin Kyle RuetherRaymond James & Associates, Inc.J.P. Morgan Securities LLC02-08-2017
Marvin Darryl AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-16-2016
Matthew D. JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
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Showing 1 to 25 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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