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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Donald MeyersEdward JonesThrivent Investment Management Inc.11-15-2019
Skye ManningEdward JonesThrivent Investment Management Inc.07-19-2019
Jacob Steven VehringEdward JonesLord Abbett Distributor LLC07-15-2019
Jeanann M. KramerEdward JonesCUSO Financial Services, L.P.04-12-2019
Nadine Thurner TarabishiEdward JonesPrivate Client Services, LLC02-01-2019
Joshua Robert GrotheerEdward JonesFidelity Personal and Workplace Advisors11-30-2018
Christopher Gerard PfauEdward JonesTransamerica Investors Securities Corporation11-09-2018
Jay D. LandremanEdward JonesThrivent Investment Management Inc.06-15-2018
Kenneth Allen JohnsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-25-2018
Tina Marie GrenlieEdward JonesThrivent Investment Management Inc.05-25-2018
Nathan Joseph FairEdward JonesHartford Funds Distributors, LLC$5004-06-2018
Thomas John LindellEdward JonesINVEST Financial Corporation06-19-2017
Lisa Anne HallenbeckEdward JonesSagePoint Financial, Inc.05-26-2017
Paul A. ZudykEdward JonesRichardson Capital Management, LLC03-15-2016
Nivek Emorej RedmondEdward JonesWaddell & Reed10-23-2015
Mitchell Scott ManningEdward JonesWaddell & Reed08-07-2015
Shannon Marie DalyEdward JonesVanguard Marketing Corporation11-17-2014
Michael James ShindelarEdward JonesMWA Financial Services Inc.09-23-2014
Ryan Paul HaleEdward JonesMorgan Stanley08-25-2014
Kyle David LukowitzEdward JonesJ.P. Morgan Securities LLC05-31-2013
Keith Wyatt CherryEdward JonesThrivent Investment Management Inc.04-12-2013
Todd Chase JordanEdward JonesWells Fargo Clearing Services, LLC04-05-2013
Mark Bryan SlippyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2013
Cari Lynn HenningEdward JonesAmerican Portfolios Financial Services, Inc.01-04-2013
Debra Rose TerrillEdward JonesEdward Jones12-02-2010
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Showing 1 to 25 of 30 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.