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
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, LLC05-24-2019
Renata GarbowskiEdward JonesAmeriprise Financial Services, LLC04-18-2019
William Bruce LevesqueEdward JonesAmeriprise Financial Services, LLC03-01-2019
Brynie James RobinsonEdward JonesAmeriprise Financial Services, LLC$5001-20-2009
Timothy Danel SchneiderEdward JonesBancWest Investment Services, Inc.03-03-2016
Hadi Aaron SaleEdward JonesCetera Investment Services LLC08-11-2014
Robin Patricia JacobsonEdward JonesChase Investment Services Corp.$2504-16-2012
Alfred Cameron HuntEdward JonesCity National Securities, Inc.03-05-2018
Samuel Frederick Niesslein JrEdward JonesCUSO Financial Services, L.P.$10003-13-2020
Janet Kaye BuckalewEdward JonesCUSO Financial Services, L.P.10-25-2019
Jacqueline Lea HalcombEdward JonesCUSO Financial Services, L.P.08-17-2012
Michael Francis ConnellEdward JonesDWS Distributors, Inc.04-10-2017
Ronald Wayne GordonEdward JonesJ.P. Morgan Securities LLC08-27-2019
Matthew William GuyetteEdward JonesJ.P. Morgan Securities LLC10-05-2018
Christian L CoughlanEdward JonesJ.P. Morgan Securities LLC05-04-2018
Patrick Joseph MooreEdward JonesJ.P. Morgan Securities LLC08-04-2017
James D Williams IIEdward JonesJ.P. Morgan Securities LLC08-04-2017
David Clark EderEdward JonesJ.P. Morgan Securities LLC05-09-2017
Roger Alan LillardEdward JonesJ.P. Morgan Securities LLC02-08-2013
Trevor Justin HurleyEdward JonesKey Investment Services LLC02-03-2020
Renae Joy BelsvikEdward JonesKey Investment Services LLC01-09-2014
Valerie Jean BraunEdward JonesLPL Financial LLC02-12-2018
Michael Scott FesslerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-01-2012
Timothy Michael MooneyEdward JonesMetLife Securities Inc.04-09-2012
Next Page »

Showing 1 to 25 of 52 entries

Page 1 | 2 | 3

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.