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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacob GlofkaMML Investors Services, LLCMetLife Securities Inc.$3303-25-2017
Jacquelyn CalandrielloAmeriprise Financial Services, Inc.MetLife Securities Inc.05-27-2016
James A SalernoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James David NikolaiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James Edward DelahantyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James Kenneth Krueger Jr.MML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
James Michael GuardiolaMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
James Raymond Barber Jr.GWN Securities Inc.MetLife Securities Inc.10-01-2013
James Robert HansonNext Financial Group, Inc.MetLife Securities Inc.10-24-2014
Janet Farah LauricellaEquity Services, Inc.MetLife Securities Inc.01-09-2014
Jared Thomas SafleySaybrus Equity Services, LLCMetLife Securities Inc.05-27-2016
Jarrett Keith FeltonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-24-2012
Jason Adam KleinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jason GoldBCG Securities, Inc.MetLife Securities Inc.06-21-2016
Jason J WeberLPL Financial LLCMetLife Securities Inc.12-19-2012
Jason Joo KwonMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Jason Paul MalmendierMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeff Chinese ChauMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Joseph LoiselleMML Investors Services, LLCMetLife Securities Inc.$11703-25-2017
Jeffrey Lawrence BergMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Lynn SassersonMML Investors Services, LLCMetLife Securities Inc.$1403-25-2017
Jeffrey M KleinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Michael TrugmanCambridge Investment Research, Inc.MetLife Securities Inc.$1001-30-2015
Jeffrey Owen GirskyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey William KeyesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 126 to 150 of 345 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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