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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sakshi MadanKey Investment Services LLCJ.P. Morgan Securities LLC06-01-2018
Jose Luis GonzalezKey Investment Services LLCJ.P. Morgan Securities LLC05-10-2018
Saikou SannehKey Investment Services LLCJ.P. Morgan Securities LLC01-22-2018
Anh Ha DoanKey Investment Services LLCJ.P. Morgan Securities LLC08-07-2017
Luke Frederick PaschallKey Investment Services LLCJ.P. Morgan Securities LLC02-09-2017
Joshua Jordan NgKey Investment Services LLCJ.P. Morgan Securities LLC09-14-2016
Tricia M KaufmanKey Investment Services LLCJ.P. Morgan Securities LLC08-03-2016
Todd Michael WarsawKey Investment Services LLCJ.P. Morgan Securities LLC11-12-2015
Robert William CollingsKey Investment Services LLCJ.P. Morgan Securities LLC10-27-2015
Natalya Sergeyevna OzerugaKey Investment Services LLCJ.P. Morgan Securities LLC10-01-2015
Philip Seth MatherlyKey Investment Services LLCJ.P. Morgan Securities LLC03-31-2015
Jason Oliver WillKey Investment Services LLCJ.P. Morgan Securities LLC01-07-2015
Jason Willard HitchcockKey Investment Services LLCJ.P. Morgan Securities LLC10-30-2014
Michael LinKey Investment Services LLCJ.P. Morgan Securities LLC10-20-2014
Nirmal Nilesh PrasadKey Investment Services LLCJ.P. Morgan Securities LLC10-16-2014
Oscar Alberto MendezKey Investment Services LLCJ.P. Morgan Securities LLC10-10-2014
Yekaterina V. PechenyukKey Investment Services LLCJ.P. Morgan Securities LLC10-10-2014
Deborah Ruth CalderKey Investment Services LLCJ.P. Morgan Securities LLC03-26-2014
Daniel Wayne JuddKey Investment Services LLCJ.P. Morgan Securities LLC03-06-2014

Showing 1 to 19 of 19 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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