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
Kristin Field HartwellJ.P. Morgan Securities LLCChase Investment Services Corp.$20010-01-2012
Edwin S EspinosaJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Lisa Marie ForsytheJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Joanna Deonath KniebergJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Mazen Andrew BisharaJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Christopher Gerard StimmingJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
W Lee Bull Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Amrou AtasiJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
David Jon-Michael EdwardsJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Robert Alan WildsJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Alicia Lynn BlenckeJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Stephen Scott ColletteJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Zhengjun LuJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Hunter Cole YoungbloodJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Travon L. TalleyJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Christopher A. BrunoJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Charles Wesley HawkinsJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Edgar Frank Paul IVJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
John Andrew PetersenJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Dana Renee ThompsonJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Andrea Nicole DeeleyJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Jocelyn Marie SearsJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
David Lynn ButlerJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Gary L JonesJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Steven Michael SwansonJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
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Showing 1 to 25 of 300 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.

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