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
Joseph D. Hubbard IIIEdward JonesJ.P. Morgan Securities LLC11-23-2018
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
William Michael O'NealEdward JonesJ.P. Morgan Securities LLC09-18-2018
David A. HollandEdward JonesJ.P. Morgan Securities LLC09-11-2018
William Edward PeeplesEdward JonesJ.P. Morgan Securities LLC08-21-2018
Matthew D. JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
Brian Robert BellRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
John P. LamesajanEdward JonesJ.P. Morgan Securities LLC06-11-2018
Jacob Hunter FordEdward JonesJ.P. Morgan Securities LLC05-22-2018
Nathaniel C. BeaverEdward JonesJ.P. Morgan Securities LLC04-19-2018
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Judith Rubin McAnawEdward JonesJ.P. Morgan Securities LLC03-12-2018
Meghan Alicia HaynesEdward JonesJ.P. Morgan Securities LLC02-28-2018
Jacob Ryan HernandezEdward JonesJ.P. Morgan Securities LLC02-13-2018
Max C. ShanleyEdward JonesJ.P. Morgan Securities LLC01-19-2018

Showing 1 to 17 of 17 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.