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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michelle Jermaine RichardsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David Celso GonzalezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marcos R. Morales-ArazozaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Janey-Ali RizviJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Arturo Andrews Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Matthew R. CuddJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bilal Jehad AlsalehJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bryan Joseph BroussardJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Marcus Delano FreelJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Asif AhmedJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dan Joseph TremorJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph M. PloszewskiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gerardo Juarez Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brendan L. DoveJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Clayton James GrossJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mitchell C. HuynhJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Stephanie Brooke WooldridgeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Eileen I. QuinteroJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Roland Salazar Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Eric A. HammondJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John Clinton ChamalesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David K. CondonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kayla Sue WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Geuris Manuel PujolsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Davin A. EppersonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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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.

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