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
Aaron M EasterEdward JonesJ.P. Morgan Securities LLC$5005-01-2014
Andres Ernesto JimenezEdward JonesWells Fargo Clearing Services, LLC02-04-2019
Andres LuceroEdward JonesFinancial Advocates Investment Management08-02-2019
Andrew F BrownEdward JonesUAT Resources, LLC10-08-2018
April Marie ConnellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Aubrey Kaye HolwegnerEdward JonesJ.P. Morgan Securities LLC04-07-2015
Benjamin M BisnettEdward JonesLPL Financial LLC03-02-2020
Benjamin Nephi JensenEdward JonesU.S. Bancorp Investments, Inc.05-22-2015
Blaine Allen PetersonEdward JonesMorgan Stanley01-15-2016
Brian D MilesEdward JonesVALIC Financial Advisors, Inc.01-17-2020
Chad Richard SmithEdward JonesCascade Capital Asset Management LLC07-15-2019
Christopher Phillip DolanEdward JonesJ.P. Morgan Securities LLC05-20-2014
Christopher William BellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Christy Eugenie GivansEdward JonesWaddell & Reed$5001-21-2011
Curtis SporesEdward JonesAmeriprise Financial Services, LLC05-07-2018
Daniel AbbottEdward JonesMorgan Stanley$1,00011-24-2017
Daniel Christian YoungEdward JonesKey Investment Services LLC02-20-2015
Daniel R BrownEdward JonesFarmers Financial Solutions, LLC05-01-2018
Danielle Lauramarie RiversEdward JonesEssex National Securities, LLC$15004-20-2015
Darl Jason BidlemanEdward JonesCountry Capital Management Company02-16-2010
David Lee KarpanEdward JonesAmeriprise Financial Services, LLC$1108-30-2019
Dean PownallEdward JonesWSECU Investment Management04-18-2019
Dennis Williams JrEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2019
Donavan J WelchEdward JonesCUSO Financial Services, L.P.$1010-20-2017
Douglas Robert EsterlyEdward JonesForesters Financial Services, Inc.04-07-2017
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Showing 1 to 25 of 71 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.