NEW ADVISERS
J.P. Morgan had 14 first adviser registrations; 142 first adviser registrations overall
J.P. Morgan Securities LLC accounted for 14 of the 142 source-reported first adviser registrations dated October 1, 2026.
By Maya Chen·Edition ·1 min read
J.P. Morgan Securities LLC accounted for 14 first adviser registrations dated October 1, 2026, within a full-period total of 142 source-reported first adviser registrations.
The complete firm distribution also includes 12 registrations listed under Merrill Lynch, Pierce, Fenner & Smith Incorporated, 10 under Cerity Partners LLC and 9 under Strategic Advisers LLC. The remaining 97 are grouped as all other firms.
| Current listed firm category | First adviser registrations |
|---|---|
| J.P. Morgan Securities LLC | 14 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 12 |
| Cerity Partners LLC | 10 |
| Strategic Advisers LLC | 9 |
| All other firms | 97 |
These figures count source-reported first adviser registrations dated within the selected period. A listed firm is the current source-reported affiliation, not necessarily the firm of first registration; a first adviser registration does not establish a hiring date, first industry job, new license or career start.
First adviser registrations
The appendix lists all 142 source-reported first adviser registrations on 10/01/2026. The listed firm is the current source-reported affiliation, not necessarily the first registration firm. First registration does not establish a hiring date or career start. Locations are reported branches, not verified residences or sole workplaces.
Showing rows 26–50 of 142. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Craig Ferris | 7936459 | 10/02/2026 | 10/01/2026 | LPL Financial LLC | 6413 | Bristol, CT |
| Craig M. Sanislo | 7264033 | 10/02/2026 | 10/01/2026 | Capital Client Group, Inc. | 6247 | Los Angeles, CA |
| Cynthia A. Baysinger | 6717592 | 10/02/2026 | 10/01/2026 | U.S. Bancorp Advisors, LLC | 14455 | Tempe, AZ |
| Danielle L. White | 8334033 | 10/02/2026 | 10/01/2026 | Prime Capital Financial | 288712 | Tallahassee, FL |
| David A. Carper | 7619918 | 10/02/2026 | 10/01/2026 | First Citizens Investor Services, Inc. | 44430 | Wilmington, NC |
| David J. Clawson | 7906199 | 10/02/2026 | 10/01/2026 | Strategic Advisers LLC | 104555 | Covington, KY |
| David P. Joyce | 8090937 | 10/02/2026 | 10/01/2026 | Ameriprise Financial Services, LLC | 6363 | Frankfort, IL |
| Deanna Lynch | 5186310 | 10/02/2026 | 10/01/2026 | Edward Jones | 250 | Sun City West, AZ |
| Derek K. Montecinos | 6458850 | 10/02/2026 | 10/01/2026 | LPL Financial LLC | 6413 | San Marcos, CA |
| Destiny Efinda | 8237631 | 10/02/2026 | 10/01/2026 | Strategic Advisers LLC | 104555 | Columbia, MD |
| Diego Martinez | 8315776 | 10/02/2026 | 10/01/2026 | State Farm Investment Management Corp. | 3487 | Gilbert, AZ |
| Dmitrii Chen | 8353331 | 10/02/2026 | 10/01/2026 | Simpleadvisory LLC | 334785 | Garden City, NY |
| Dylan Jacobs | 8242874 | 10/02/2026 | 10/01/2026 | LPL Financial LLC | 6413 | Houston, TX |
| Edwin Bonilla | 8094210 | 10/02/2026 | 10/01/2026 | Strategic Advisers LLC | 104555 | Dracut, MA |
| Eric G. Larson | 2992784 | 10/02/2026 | 10/01/2026 | Northwestern Mutual Investment Services, LLC | 2881 | Lakeland, FL |
| Gabriel Sedora | 7755028 | 10/02/2026 | 10/01/2026 | Vantus Wealth | 337216 | Lancaster, PA |
| Gage F. Gellner | 6956946 | 10/02/2026 | 10/01/2026 | Thrivent Investment Management Inc. | 18387 | Minneapolis, MN |
| Garrett D. Hill | 8287440 | 10/02/2026 | 10/01/2026 | Edward Jones | 250 | Greenfield Center, NY |
| Garrett Walsh | 8345644 | 10/02/2026 | 10/01/2026 | Twin Focus Capital Partners, LLC | 140522 | Boston, MA |
| George L. Gallo | 8261913 | 10/02/2026 | 10/01/2026 | Cetera Investment Advisers LLC | 105644 | Fort Pierce, FL |
| George R. Lamoureux | 6285710 | 10/02/2026 | 10/01/2026 | Cerity Partners LLC | 151559 | West Des Moines, IA |
| Haven McKernan | 8262035 | 10/02/2026 | 10/01/2026 | Charles Schwab & Co., Inc. | 5393 | Chandler, AZ |
| Hayden D. Zeidler | 5016168 | 10/02/2026 | 10/01/2026 | Cerity Partners LLC | 151559 | West Des Moines, IA |
| Henderson Stocker | 8325633 | 10/02/2026 | 10/01/2026 | Texas Capital Bank Private Wealth Advisors | 298422 | Dallas, TX |
| Isaiah W. Dixon | 7814918 | 10/02/2026 | 10/01/2026 | Strategic Advisers LLC | 104555 | Castle Rock, CO |