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
Jordan A. DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Ricardo Medinilla Medinilla GutierrezRegulus Advisors, LLCEdward Jones01-02-2019
Jesus SaenzJ.P. Morgan Securities LLCEdward Jones11-20-2018
Tony Douglas Cleveland Jr.PFS Investments Inc.Edward Jones11-09-2018
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
Michael D. FesslerWestlake Wealth Management, LLCEdward Jones10-18-2018
Leah Dawn SchwarzRaymond James & Associates, Inc.Edward Jones09-07-2018
Qaadir T WilliamsAmeritas Investment Corp.Edward Jones09-05-2018
Leon A JacksonMutual of Omaha Investor Services, Inc.Edward Jones08-24-2018
William Andrew NicholsAXA Advisors, LLCEdward Jones07-18-2018
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Blake Gregory BarnesWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Erika Norma GonzalezRaymond James Financial Services, Inc.Edward Jones05-21-2018
Karl Glenn Van ReusenBKA Wealth Consulting, Inc.Edward Jones05-07-2018
David SalazarArmis Financial, LLCEdward Jones04-30-2018
William Anthony MonaccioLPL Financial LLCEdward Jones03-27-2018
Joshua Ray AndrusRaymond James Financial Services, Inc.Edward Jones03-14-2018
Reynaldo Batista Jr.Dominion Investor Services, Inc.Edward Jones02-01-2018
Jaime Arnoldo CavazosLPL Financial LLCEdward Jones01-24-2018
Vjollca GjinolliMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Justin Brian LemishMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-19-2018
Keith Allen JohnsonCetera Advisor Networks LLCEdward Jones01-16-2018
Jamie Kay CrnkovicWells Fargo Advisors Financial Network, LLCEdward Jones01-12-2018
Jeffery AtwellWells Fargo Advisors Financial Network, LLCEdward Jones$5011-29-2018
Patricia GomezLPL Financial LLCEdward Jones$5008-06-2018
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Showing 1 to 25 of 33 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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