DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from J.P. Morgan Investment Management Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Christopher Musbach	J.P. Morgan Investment Management Inc. asset manager	UBS Financial Services Inc. wirehouse	Other	May 13, 2025	Jul 2, 2025 (50 d)
Jason Michael Alonzo	J.P. Morgan Investment Management Inc. asset manager	Bouchey Financial Group Ltd independent RIA	Other	Jun 5, 2024	Dec 2, 2021
Frank Anthony Germana	J.P. Morgan Investment Management Inc. asset manager	Vicus Capital, Inc. other	Other	Sep 18, 2018	Jan 19, 2018
Matthew R Brown	J.P. Morgan Investment Management Inc. other	Edward Jones national BD	Other	Nov 10, 2009	Aug 7, 2019 (3557 d)
Steven Olson	J.P. Morgan Investment Management Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 10, 2009	Aug 10, 2026 (6117 d)
Robert Lincoln Dupree	J.P. Morgan Investment Management Inc. other	E*Trade Capital Management, LLC independent RIA	Other	Nov 10, 2009	Jan 10, 2020 (3713 d)
John Joseph Kennedy	J.P. Morgan Investment Management Inc. other	Ameriprise Financial Services, LLC national BD	Other	Nov 10, 2009	Jun 9, 2023 (4959 d)
James Michael Altier	J.P. Morgan Investment Management Inc. other	Huntington Financial Advisors BD affiliated	Other	Nov 10, 2009	Nov 15, 2023 (5118 d)
David Wynne Morrison	J.P. Morgan Investment Management Inc. other	Pnc Wealth Management other	Other	Nov 10, 2009	Dec 6, 2016 (2583 d)
Jason C Daron	J.P. Morgan Investment Management Inc. other	Pnc Wealth Management other	Other	Nov 10, 2009	Jul 19, 2013 (1347 d)
Shawn Jason Gold	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Nov 10, 2009	Nov 1, 2002
Matthew William Andreas	J.P. Morgan Investment Management Inc. other	Commonwealth Financial Network national BD	Other	Nov 10, 2009	Jun 23, 2017 (2782 d)
Germaine Harris	J.P. Morgan Investment Management Inc. other	Alliancebernstein L.P. other	Other	Nov 10, 2009	Jan 1, 2020 (3704 d)
Andrew L. Croop	J.P. Morgan Investment Management Inc. other	Valic Financial Advisors, Inc. other	Other	Nov 10, 2009	Mar 7, 2016 (2309 d)
Thomas W Spear	J.P. Morgan Investment Management Inc. other	Chase Investment Services Corp. other	Other	Nov 10, 2009	Feb 7, 2011 (454 d)
John J. Hayes	J.P. Morgan Investment Management Inc. other	Valic Financial Advisors, Inc. other	Other	Nov 10, 2009	Apr 21, 2017 (2719 d)
Chad Oliver Sprecher	J.P. Morgan Investment Management Inc. other	Allspring Funds Management, LLC other	Other	Nov 10, 2009	May 27, 2015 (2024 d)
Timothy Harmon Irwin	J.P. Morgan Investment Management Inc. other	Huntington Financial Advisors other	Other	Nov 10, 2009	Apr 27, 2011 (533 d)
Siddharth Suri	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 10, 2009	Apr 17, 2013 (1254 d)
Joshua Steven Hall	J.P. Morgan Investment Management Inc. other	True Vine Investments state registered	Other	Nov 10, 2009	Mar 18, 2016 (2320 d)
Melissa Lannon	J.P. Morgan Investment Management Inc. other	Strategic Advisers LLC national BD	Other	Nov 10, 2009	Feb 12, 2013 (1190 d)
Benjamin Lewis Kunzler	J.P. Morgan Investment Management Inc. other	Columbia Management Investment Advisers, LLC asset manager	Other	Nov 10, 2009	Mar 5, 2026 (5959 d)
Daniel Welker	J.P. Morgan Investment Management Inc. other	North Point Portfolio Managers Corporation other	Other	Nov 10, 2009	Jan 26, 2017 (2634 d)
Chad Allen Hoover	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 10, 2009	Mar 6, 2013 (1212 d)
Sara Christine Colton	J.P. Morgan Investment Management Inc. other	Ameriprise Financial Services, LLC national BD	Other	Nov 10, 2009	Apr 3, 2013 (1240 d)
Joseph F Abinanti	J.P. Morgan Investment Management Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 10, 2009	Sep 30, 2021 (4342 d)
Matthew P Hume	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 10, 2009	Sep 9, 2014 (1764 d)
Aaron Brady Green	J.P. Morgan Investment Management Inc. other	Commonwealth Financial Network national BD	Other	Nov 10, 2009	Jul 18, 2016 (2442 d)
Elizabeth Ann Folland	J.P. Morgan Investment Management Inc. other	Advisors Asset Management, Inc. other	Other	Oct 8, 2009	Sep 12, 2009
Jonathan Seth Geiger	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Aug 17, 2009	Nov 1, 2002
Robert Mead Twitchell	J.P. Morgan Investment Management Inc. other	Oxford Financial Group, Ltd other	Other	May 12, 2009	Nov 19, 2009 (191 d)
Douglas Duane Larason	J.P. Morgan Investment Management Inc. other	Nationwide Securities, LLC no RAUM	Other	Feb 24, 2009	Jan 30, 2012 (1070 d)
Daniel Scott Peters	J.P. Morgan Investment Management Inc. other	Lee Financial Company, LLC other	Other	Jan 6, 2009	Jul 6, 2009 (181 d)
Timothy Frederick King	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Nov 19, 2008	Nov 4, 2002
Pamela Samsey	J.P. Morgan Investment Management Inc. other	LPL Financial LLC other	Other	Oct 15, 2008	Aug 31, 2015 (2511 d)
Philip Michael Scioli	J.P. Morgan Investment Management Inc. other	Pgim Investments LLC other	Other	Oct 10, 2008	Jan 21, 2010 (468 d)
Andrew Morris Martone	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities Inc. unclassified	Other	Aug 19, 2008	Dec 5, 2007
Blaise Grippa	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Aug 4, 2008	Nov 18, 2002
Ami Vastupal Shah	J.P. Morgan Investment Management Inc. other	Waddell & Reed other	Other	Aug 4, 2008	Apr 29, 2010 (633 d)
Matthew D. Hewitt	J.P. Morgan Investment Management Inc. other	Charles Schwab & Co., Inc. national BD	Other	May 23, 2008	Sep 23, 2008 (123 d)
Nathaniel D Whitaker	J.P. Morgan Investment Management Inc. other	Principal Asset Management other	Other	Mar 27, 2008	Feb 14, 2022 (5072 d)
Todd Eugene Sult	J.P. Morgan Investment Management Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 18, 2007	Dec 20, 2007
Jeffrey Alan Tudor	J.P. Morgan Investment Management Inc. other	Citigroup Global Markets Inc. other	Other	May 23, 2007	Apr 5, 2007
Nicholas Edward Yoo	J.P. Morgan Investment Management Inc. other	Strategic Advisers LLC national BD	Other	May 22, 2007	May 4, 2007
Angela M Colombani	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities Inc. unclassified	Other	Jan 22, 2007	Feb 6, 2007
Kevin Matthew Shanley	J.P. Morgan Investment Management Inc. other	Allianz Global Investors Managed Accounts LLC other	Other	Jan 9, 2007	May 23, 2007 (134 d)
Michael Aaron Guild	J.P. Morgan Investment Management Inc. other	J.P. Morgan Securities Inc. unclassified	Other	Sep 21, 2006	Jan 8, 2007 (109 d)
Kenneth Wesley Shell	J.P. Morgan Investment Management Inc. other	Bny Mellon Securities Corporation other	Other	Jul 26, 2006	Nov 14, 2007 (476 d)
Eric Ingber	J.P. Morgan Investment Management Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 29, 2006	Aug 29, 2023 (6362 d)
Georgia Martin Adams	J.P. Morgan Investment Management Inc. other	Old Mutual Capital other	Other	Mar 20, 2006	Sep 12, 2007 (541 d)
Mark F Grise	J.P. Morgan Investment Management Inc. other	Chase Investment Services Corp. other	Other	Mar 13, 2006	Mar 16, 2006
Gregory Allen Saurenman	J.P. Morgan Investment Management Inc. other	Isc Advisors, Inc. other	Other	Feb 21, 2006	Nov 30, 2017 (4300 d)
Ami Vastupal Shah	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Aug 3, 2004	Dec 12, 2002
Peter Kenneth Braden	J.P. Morgan Investment Management Inc. other	Robert Fleming Inc. unclassified	Other	Dec 20, 2002	Nov 4, 2002

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54 moves match.