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
Andrew Kirk GreenhalghCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-23-2017
Michael James Eakman IIEdward JonesJ.P. Morgan Securities LLC08-15-2014
Landon Jaeger ManceLincoln Financial Advisors CorporationJ.P. Morgan Securities LLC09-01-2015
Jeffrey Lester MareshLincoln Financial Securities CorporationJ.P. Morgan Securities LLC08-04-2016
Justin Aaron CarterMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-16-2016
Brian Vincent TestaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-09-2015
Doanh Cameron NguyenMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-11-2014
Christopher David NortonMorgan StanleyJ.P. Morgan Securities LLC02-20-2014
Anthony Jon MaldonadoMorgan StanleyJ.P. Morgan Securities LLC10-24-2013
John Mark CranerU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-15-2017
Jerry Demar EldridgeWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$15002-28-2017
Alex GarciaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-29-2014

Showing 1 to 12 of 12 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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