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The Moves Wire

Track advisor, team and leadership moves—with the evidence behind each event.

Updated Oct 22, 9:20 PM ET
Coverage & methodology ↗
2Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$170MReported book AUM1 of 2 events · not net flows
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Edward Jones × Remove q filter
2 events · Reported / discovered datesClear allSave this view
ReportedPerson / teamWhat changedTypeReported bookEvidence
Oct 8, 2026Aaron MartinAdvisorEdward Jones → Raymond James Financial ServicesAdvisor move$170MReported1 source · Details →
Sep 25, 2026Ryan SwannChief Data OfficerVanguard → Edward Jones InvestmentsExecutive appointmentNot disclosedReported1 source · Details →

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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger

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Moves Wire — advisor, team and executive movement — ETF Pro AI