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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Wade HewettJ.P. Morgan Securities LLCEdward Jones12-18-2019
Adam Wade HewettJ.P. Morgan Securities LLCMorgan Stanley$2508-10-2018
Ahmad HussainJ.P. Morgan Securities LLCEdward Jones10-22-2019
Amanda L. RainesJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-16-2016
Benjamin Lane HopperJ.P. Morgan Securities LLCKey Investment Services LLC09-10-2018
Brady Alan JacobsenJ.P. Morgan Securities LLCPruco Securities, LLC.08-07-2019
Brian Adam SingerJ.P. Morgan Securities LLCSMB Financial Services, Inc.02-03-2014
Brian Sun McDowellJ.P. Morgan Securities LLCCetera Advisors LLC03-01-2013
Cameron Thomas HowardJ.P. Morgan Securities LLCMorgan Stanley04-02-2019
Caroline BakerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-15-2015
Christian L. CoughlanJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC$15007-14-2015
Diana Liliana WojcikJ.P. Morgan Securities LLCWaddell & Reed08-16-2017
Dillon Michael BurkeJ.P. Morgan Securities LLCEdward Jones05-04-2018
Douglas Alan BradelJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-29-2016
Elena L Taylor WelchJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2018
Eric Matthew MazemkeJ.P. Morgan Securities LLCCommonwealth Financial Network11-05-2013
Gozde Claire CannarellaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-16-2018
Haley Allison GambleJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-05-2020
Jacob L. SheltonJ.P. Morgan Securities LLCMorgan Stanley08-31-2018
Jarrad William SmithJ.P. Morgan Securities LLCUmpqua Investments, Inc.01-27-2016
Jason Daniel SiiJ.P. Morgan Securities LLCLPL Financial LLC10-07-2016
Jeffrey Michael BowlbyJ.P. Morgan Securities LLCEdward Jones05-28-2015
Jesse Michael ConaryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-08-2019
Jesse Richard LindauerJ.P. Morgan Securities LLCNYLIFE Securities LLC11-07-2013
John Michael BaggettJ.P. Morgan Securities LLCEdward Jones06-27-2016
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.