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
Carl Ray GarrisonJ.P. Morgan Securities LLCEdward Jones10-01-2012
Leonard Scott PefferJ.P. Morgan Securities LLCEdward Jones10-18-2012
Charles M. RicciardiJ.P. Morgan Securities LLCEdward Jones06-26-2013
Kevin James DepueJ.P. Morgan Securities LLCEdward Jones02-11-2015
Michael Bruce BinkleyJ.P. Morgan Securities LLCEdward Jones09-02-2015
Jonathan A. ColbyJ.P. Morgan Securities LLCEdward Jones11-12-2015
Ryan Michael AlgeJ.P. Morgan Securities LLCEdward Jones09-06-2016
Alexander Thomas FoxJ.P. Morgan Securities LLCEdward Jones12-08-2016
Robert Joseph YurgalewiczJ.P. Morgan Securities LLCEdward Jones12-11-2017
Sean Christopher CoenJ.P. Morgan Securities LLCEdward Jones10-05-2018
Daniel Arthur LincolnJ.P. Morgan Securities LLCEdward Jones11-08-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Matthew L GilbertJ.P. Morgan Securities LLCEdward Jones06-27-2019
Bill Mckindsey Crawford IVJ.P. Morgan Securities LLCEdward Jones09-24-2019

Showing 1 to 15 of 15 entries

Page 1

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.