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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jory Lane TaylorEdward JonesRaymond James & Associates, Inc.03-07-2012
Billy Joe Estes IIIEdward JonesPrudential Annuities Distributors, Inc08-03-2012
Paul Gregory ParnellEdward JonesWells Fargo Clearing Services, LLC12-07-2012
John Campion Usry IIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2013
Audrey Kim WilliamsonEdward JonesPFS Investments Inc.01-10-2014
Justin Farrell FarnsworthEdward JonesAutomated Trading Desk Financial Services, LLC02-02-2015
Nathan Christopher LoveEdward JonesWebsterRogers Financial Advisors, LLC03-03-2015
Jonathan Ken ThompsonEdward JonesFranklin/Templeton Distributors, Inc.09-14-2015
Adam Michael LeachEdward JonesWells Fargo Advisors Financial Network, LLC$1008-15-2016
Andrew HallEdward JonesCentaurus Financial, Inc.11-18-2016
Jason Loring SeayEdward JonesMorgan Stanley01-20-2017
Howard Rivers Jacobs IIIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2017
Scott E. DanielsEdward JonesAIG Capital Services, Inc.03-31-2017
James Ryan Chandler Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2017
David Thompson McClainEdward JonesAllstate Financial Services, LLC10-06-2017
Nancy E MatthewsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2017
Craig Upton ColbyEdward JonesLiberty Partners Financial Services, LLC01-07-2019
Kevin Alexander HillEdward JonesWells Fargo Clearing Services, LLC01-07-2019
Torben Jensen Seear IIIEdward JonesLPL Financial LLC01-18-2019
Carlton Orlando HoskinsEdward JonesWells Fargo Clearing Services, LLC08-12-2019

Showing 1 to 20 of 20 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.