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
Sean DixonJ.P. Morgan Securities LLCMorgan Stanley01-08-2019
Kerry J. ChamberlinJ.P. Morgan Securities LLCMorgan Stanley12-21-2018
Daniel Frederick EbertJ.P. Morgan Securities LLCMorgan Stanley12-21-2018
David Shim KimJ.P. Morgan Securities LLCMorgan Stanley12-11-2018
Guillermo Alessandro ViladotJ.P. Morgan Securities LLCMorgan Stanley12-05-2018
Martin Stefan GrossJ.P. Morgan Securities LLCMorgan Stanley11-30-2018
Derrick O. StrozierJ.P. Morgan Securities LLCMorgan Stanley11-28-2018
Zachariah ZuhdiJ.P. Morgan Securities LLCMorgan Stanley11-26-2018
Jason Daniel GriffithJ.P. Morgan Securities LLCMorgan Stanley11-06-2018
Sharam PavriJ.P. Morgan Securities LLCMorgan Stanley11-05-2018
Jesse Fortney BohannonJ.P. Morgan Securities LLCMorgan Stanley11-01-2018
Chihping WuJ.P. Morgan Securities LLCMorgan Stanley10-31-2018
Arturo Montemayor GruszcaJ.P. Morgan Securities LLCMorgan Stanley10-23-2018
Van C Curtis Shell Jr.J.P. Morgan Securities LLCMorgan Stanley10-19-2018
Katherine Sharon FestaJ.P. Morgan Securities LLCMorgan Stanley$5010-18-2018

Showing 1 to 15 of 15 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.