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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John James SchneiderEdward JonesCitigroup Global Markets Inc.02-20-2009
Jill D. Poppe LoveallEdward JonesWells Fargo Clearing Services, LLC$1003-16-2009
Gary Lee ThramerEdward JonesUBS Financial Services Inc.04-09-2009
Monisha Maria BrandtEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-29-2009
Jeffery Charles PleetEdward JonesColumbia Management Investment Distributors, Inc.09-08-2009
Gene Kelly BarnerEdward JonesAXA Advisors, LLC09-18-2009
Timothy Mark ScheuffeleEdward JonesRBC Capital Markets, LLC09-17-2010
John Richard LaflerEdward JonesMorgan Stanley$2510-08-2010
Joseph Max CarterEdward JonesChase Investment Services Corp.07-08-2011
Michael O. FerreraEdward JonesWells Fargo Clearing Services, LLC$1008-24-2012
Michael A. HillEdward JonesKey Investment Services LLC12-18-2012
Jodi Lynn DavisEdward JonesJ.P. Morgan Securities LLC04-26-2013
John Scott WinslowEdward JonesUnionBanc Investment Services, LLC09-20-2013
Paul Joseph DellinoEdward JonesVoya Financial Advisors, Inc.02-10-2014
Aaron Matthew EasterEdward JonesJ.P. Morgan Securities LLC$1005-01-2014
Christopher Phillip DolanEdward JonesJ.P. Morgan Securities LLC05-20-2014
Matthew Tye Wiltse-HiattEdward JonesAllstate Financial Services, LLC07-15-2014
Joseph Bernard BilsboroughEdward JonesSecurity Distributors10-13-2014
Daniel Christian YoungEdward JonesKey Investment Services LLC02-20-2015
Aubrey Kaye HolwegnerEdward JonesJ.P. Morgan Securities LLC04-07-2015
Danielle Lauramarie RiversEdward JonesEssex National Securities, LLC04-20-2015
Benjamin Nephi JensenEdward JonesU.S. Bancorp Investments, Inc.$1005-22-2015
Jeremy John FerreraEdward JonesCountry Capital Management Company06-18-2015
Glenn R. RichardsonEdward JonesCountry Capital Management Company08-06-2015
Blaine Allen PetersonEdward JonesMorgan Stanley$4301-15-2016
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Showing 1 to 25 of 42 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.


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