DFX Intelligence

RIA Intelligence

Advisor moves

Departures from J.P. Morgan Securities LLC

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.

AdvisorFromToTypeLeftRegistered
Greer HendersonJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 29, 2025Aug 12, 2025
Kenan FazlicJ.P. Morgan Securities LLC wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 29, 2025Aug 19, 2025
Jack FarrellJ.P. Morgan Securities LLC wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 29, 2025Aug 12, 2025
Jeffrey KimJ.P. Morgan Securities LLC wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 28, 2025Aug 26, 2025
Julie Anne LeppoJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 27, 2025Sep 8, 2025 (43 d)
Kathryn L. WilsonJ.P. Morgan Securities LLC wirehouseGerber, LLC independent RIAWirehouse to independent RIAJul 27, 2025Aug 1, 2025
Ryan J ReidJ.P. Morgan Securities LLC wirehouseCurated Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 27, 2025Aug 12, 2025
Rachel Colicchio WerdannJ.P. Morgan Securities LLC wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 27, 2025Aug 5, 2025
Jacqueline TyagiJ.P. Morgan Securities LLC wirehouseNeuberger Berman Bd LLC no RAUMOtherJul 25, 2025Aug 8, 2025
Shekinah OloyedeJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 25, 2025Aug 10, 2026 (381 d)
Jared Everett GreenJ.P. Morgan Securities LLC wirehouseHb Wealth independent RIAWirehouse to independent RIAJul 25, 2025Sep 14, 2025 (51 d)
Alexis CranfordJ.P. Morgan Securities LLC wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 24, 2025Jul 28, 2025
Robert BondimanJ.P. Morgan Securities LLC wirehouseVestgen Advisors, LLC independent RIAWirehouse to independent RIAJul 23, 2025Aug 12, 2025
James A WeningJ.P. Morgan Securities LLC wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAJul 23, 2025Sep 16, 2025 (55 d)
Kiyana MoyJ.P. Morgan Securities LLC wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 23, 2025Jul 18, 2025
Jing SunJ.P. Morgan Securities LLC wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJul 23, 2025Aug 22, 2025
Indraa BatbayarJ.P. Morgan Securities LLC wirehouseIconiq Capital, LLC otherOtherJul 23, 2025Sep 22, 2025 (61 d)
Jose Angel MacedaJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 22, 2025Aug 28, 2025 (37 d)
William Barclay HolmesJ.P. Morgan Securities LLC wirehouseStephens BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2025Aug 4, 2025
Sidney GulledgeJ.P. Morgan Securities LLC wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 21, 2025Sep 3, 2025 (44 d)
Minyu YangJ.P. Morgan Securities LLC wirehouseHsbc Securities (USA) Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 20, 2025Aug 21, 2025 (32 d)
Isabella M Muturi SauveJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 20, 2025Aug 19, 2025
Tien Huynh LecroyJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 20, 2025Jul 22, 2025
Donna A. BindaJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 20, 2025Aug 14, 2025
Nicholas Edward CastoroJ.P. Morgan Securities LLC wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 18, 2025Jul 18, 2025
Patrick James FrederickJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 18, 2025Jul 29, 2025
Ryan KeapprothJ.P. Morgan Securities LLC wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 17, 2025Jul 16, 2025
Ryan DennisJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 17, 2025Dec 18, 2025 (154 d)
Jocelyn M MadridJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 17, 2025Aug 15, 2025
Ryan KeenanJ.P. Morgan Securities LLC wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 16, 2025Jul 18, 2025
Jeremy ErvinJ.P. Morgan Securities LLC wirehouseInspire Advisors, LLC independent RIAWirehouse to independent RIAJul 16, 2025Feb 10, 2026 (209 d)
Rodrick Kevin SullivanJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 16, 2025Jul 31, 2025
Richard Eric GeorgeJ.P. Morgan Securities LLC wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJul 16, 2025Jul 31, 2025
Juliana Ferreira Lemos KriskeJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 16, 2025Aug 4, 2025
Austin FlachbartJ.P. Morgan Securities LLC wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 16, 2025Aug 22, 2025 (37 d)
Benjamin Josue IrizarryJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 16, 2025Nov 10, 2025 (117 d)
Chad William KrugerJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 15, 2025Jul 14, 2025
Matthew D. LankfordJ.P. Morgan Securities LLC wirehouseFocus Partners Wealth, LLC independent RIAWirehouse to independent RIAJul 15, 2025Jul 28, 2025
Carlton Drew ColemanJ.P. Morgan Securities LLC wirehouseSantander Securities BD affiliatedWirehouse to affiliated broker-dealer or bankJul 15, 2025Jul 18, 2025
Michael Joseph BakerJ.P. Morgan Securities LLC wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJul 14, 2025Nov 14, 2025 (123 d)
Geri CuicciJ.P. Morgan Securities LLC wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2025Jul 22, 2025
Flor Karen GroschJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2025Jul 18, 2025
Zechariah Joshua HairstonJ.P. Morgan Securities LLC wirehousePnc Wealth Management BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2025Jul 25, 2025
Daniel Joseph McnelisJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 11, 2025Sep 17, 2025 (68 d)
Christopher HartJ.P. Morgan Securities LLC wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 11, 2025Jul 17, 2025
Jeremy R. SchutzJ.P. Morgan Securities LLC wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 9, 2025Apr 27, 2026 (292 d)
Bradley ThomasJ.P. Morgan Securities LLC wirehouseMidwest Capital Advisors, LLC mixed wealthWirehouse to independent RIAJul 9, 2025Aug 26, 2025 (48 d)
Camille Rhiann LubicJ.P. Morgan Securities LLC wirehouseAdvice And Planning Services BD affiliatedWirehouse to affiliated broker-dealer or bankJul 9, 2025Apr 21, 2026 (286 d)
Brian Stephen LemanJ.P. Morgan Securities LLC wirehouseGc Wealth Management Ria, LLC independent RIAWirehouse to independent RIAJul 9, 2025Jul 9, 2025
Logan Walter BurtonJ.P. Morgan Securities LLC wirehouseEverlution Capital LLC state registeredWirehouse to a state-registered adviserJul 8, 2025Apr 24, 2026 (290 d)
Michael G JackieJ.P. Morgan Securities LLC wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJul 8, 2025Aug 4, 2025
Daniel Lee MeadJ.P. Morgan Securities LLC wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 7, 2025Sep 19, 2025 (74 d)
Joshua R. WengerJ.P. Morgan Securities LLC wirehouseRkl Private Wealth independent RIAWirehouse to independent RIAJul 7, 2025Jul 28, 2025
Elisha TorranceJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 6, 2025Oct 3, 2025 (89 d)
Eric SwierJ.P. Morgan Securities LLC wirehouseSchwab Wealth Advisory, Inc. no RAUMOtherJul 6, 2025Aug 8, 2025 (33 d)
Gregory FoosJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 4, 2025Jul 7, 2025
Louis S ArgenzianoJ.P. Morgan Securities LLC wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 4, 2025Dec 2, 2025 (151 d)
John LuJ.P. Morgan Securities LLC wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 4, 2025Jan 6, 2026 (186 d)
Joseph M. KrossJ.P. Morgan Securities LLC wirehouseManning & Napier Advisors, LLC mixed wealthWirehouse to independent RIAJul 4, 2025Aug 17, 2025 (44 d)
Brenzel W GuilloryJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 4, 2025Jul 14, 2025
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6,995 moves match.