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
Geofffrey Charles StrohnJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Michael Scott KertesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Raquel Marie QuinnJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dennis Dean RossJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ronald James LewisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mark Alan KnightJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
James Kevin Dempsey IIIJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Keith Edward ChamarroJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jason Lee GernstetterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ronald Lee RosenbeckJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Richard Lee LucasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jeanette M. EmrickJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael John Cowgill Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David Fredrick AmosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Travis Robert CarnesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kelly Michelle PierceJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas Elwood WalkerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Scott Frederick ScharfenbergerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Robert W. FrazierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gregory Alan JeddingJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Robert Bruce CurryJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
William Edward LeonardJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian P. DaultonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Edmund H. Karam IIJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Patricia Joy JelenicJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 351 to 375 of 3,544 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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