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
Joseph Anthony MaukonenEdward JonesScottrade, Inc.05-18-2018
Natalie Danielle KnerrEdward JonesThe Huntington Investment Company$15004-27-2018
Michael C SchumakerEdward JonesMoney Concepts Capital Corp03-16-2018
Sean Stephen RyanEdward JonesFidelity Brokerage Services LLC$103-05-2018
Joseph Thomas LeightonEdward JonesAmeriprise Financial Services, Inc.$1002-09-2018
Jason Michael EllingerEdward JonesInfinex Investments, Inc.12-08-2017
James Lewis Jeffries IIIEdward JonesFifth Third Securities, Inc.09-01-2017
Kenneth Sean FitzgeraldEdward JonesJ.P. Morgan Securities LLC06-30-2017
James Thomas Carpenter IIIEdward JonesPNC Investments$15005-05-2017
Todd Anthony BooneEdward JonesThrivent Investment Management Inc.04-13-2017
Joshua Samuel MeyersEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2017
Dennis James HarpEdward JonesMetLife Securities Inc.$15002-03-2017
Bruce Allen JosephEdward JonesRaymond James Financial Services, Inc.10-14-2016
Adam Tyler KwiecinskiEdward JonesMorgan Stanley09-23-2016
Jeffrey M MeierEdward JonesTD Ameritrade Investment Management, LLC07-08-2016
John Thomas ZangEdward JonesJ.P. Morgan Institutional Investments Inc.07-05-2016
Kraig Aaron HaglerEdward JonesKey Investment Services LLC06-03-2016
Jeffrey Walker BailEdward JonesCetera Investment Services LLC05-31-2016
Niniek S SulandariEdward JonesJ.P. Morgan Securities LLC05-27-2016
Deanna Kay PatrickEdward JonesWesBanco Securities, Inc.$15004-22-2016
Derek M VoytovichEdward JonesThe Huntington Investment Company02-12-2016
Tony Scott StinebaughEdward JonesJ.P. Morgan Securities LLC$15011-20-2015
Ryan Matthew ReffnerEdward JonesLPL Financial LLC07-24-2015
John Gerald MulkaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2015
David Kenneth Percy EnglishEdward JonesThe Huntington Investment Company05-29-2015
Next Page »

Showing 1 to 25 of 68 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.


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