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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joshua Tearle JaffeAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC06-26-2020
Ronald James HefnerAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$5010-26-2016
Lindsey N ChapmanAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC08-24-2015
Renee M HefnerAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$10008-24-2015
Steven D SchererAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$2504-17-2015
Jason W ConnellAmeritas Investment Company, LLCJ.P. Morgan Securities LLC04-03-2018
Jeroen Andre HeijnenCantella & Co., Inc.J.P. Morgan Securities LLC10-06-2016
Robert A BaittCetera Advisor Networks LLCJ.P. Morgan Securities LLC12-06-2019
Nathan Michael LiebCharles Schwab & Co., Inc.J.P. Morgan Securities LLC06-28-2016
Zachary Ryan CliftonCharles Schwab & Co., Inc.J.P. Morgan Securities LLC12-16-2015
Eric D WrightsCitizens Securities, Inc.J.P. Morgan Securities LLC07-15-2020
Shaunjoy Kumar SehanobishCitizens Securities, Inc.J.P. Morgan Securities LLC04-01-2020
Chelsea Ann GoldmanCitizens Securities, Inc.J.P. Morgan Securities LLC07-23-2019
Kenneth James ChodzinCitizens Securities, Inc.J.P. Morgan Securities LLC$5011-30-2017
Michael Craig WelchCitizens Securities, Inc.J.P. Morgan Securities LLC04-28-2015
Matthew D ArnoldCreative PlanningJ.P. Morgan Securities LLC09-26-2016
Stephen Boyd KirkEdward JonesJ.P. Morgan Securities LLC08-05-2019
Niniek S SulandariEdward JonesJ.P. Morgan Securities LLC05-27-2016
Tony Scott StinebaughEdward JonesJ.P. Morgan Securities LLC$15011-20-2015
James Andrew JonesEdward JonesJ.P. Morgan Securities LLC$15004-24-2015
William Nathaniel JohnsonEdward JonesJ.P. Morgan Securities LLC01-29-2015
Kayla Rochelle HennisFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC09-30-2019
Brendon G AndersonFidelity Brokerage Services LLCJ.P. Morgan Securities LLC09-17-2020
Andrew Martin DavisFidelity Brokerage Services LLCJ.P. Morgan Securities LLC07-12-2019
Jane Anne VesoulisFidelity Brokerage Services LLCJ.P. Morgan Securities LLC09-22-2015
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Showing 1 to 25 of 128 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.