Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alf Dean BarberEdward JonesUBS Financial Services Inc.$50001-29-2016
Alfred Cameron HuntEdward JonesCity National Securities, Inc.03-05-2018
Andrew J. KalpakisEdward JonesMorgan Stanley11-25-2015
Bradley Robert BoylEdward JonesTD Ameritrade, Inc.10-12-2018
Brian Edward TraegerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2013
Brian Matthew SmithEdward JonesCountry Capital Management Company03-29-2010
Brynie James RobinsonEdward JonesAmeriprise Financial Services, Inc.$50001-20-2009
Christian L. CoughlanEdward JonesJ.P. Morgan Securities LLC$16405-04-2018
Christopher Walter RiceEdward JonesPark Avenue Securities LLC$10002-01-2019
Cody Michael CalabreseEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-01-2019
Darren Otto LayneEdward JonesMorgan Stanley$50010-27-2009
David Clark EderEdward JonesJ.P. Morgan Securities LLC05-09-2017
Gary James ThomasEdward JonesMorgan Stanley$25002-13-2015
Gary Lyle CotterellEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10006-24-2016
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, Inc.05-24-2019
Gregory James ForneroEdward JonesNorthwestern Mutual Investment Services, LLC05-03-2019
Jacqueline Lea HalcombEdward JonesCUSO Financial Services, L.P.08-17-2012
James Allen HarringtonEdward JonesMorgan Stanley & Co. LLC$15001-30-2009
James Brennan BrownEdward JonesD.A. Davidson & Co.03-13-2015
James Daniel WilliamsEdward JonesJ.P. Morgan Securities LLC08-04-2017
Jana Gay BasdenEdward JonesRosenbaum Financial$15006-19-2018
Janet Kaye BuckalewEdward JonesCUSO Financial Services, L.P.$50010-25-2019
Kameron Charles WatsonEdward JonesU.S. Bancorp Investments, Inc.10-25-2019
Keralee SuttonEdward JonesMorgan Stanley$10004-01-2011
Kirby ChienEdward JonesPrincipal Securities, Inc.04-24-2017
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Showing 1 to 25 of 50 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.