NEW ADVISERS

Edward Jones listed on 46 of 142 first adviser registrations

The registrations are dated October 9–11, 2026. Edward Jones is the current listed affiliation on 46; the firm shown is not necessarily where an adviser first registered.

By Maya Chen··2 min read

Edward Jones is the current listed affiliation on 46 of the 142 source-reported first adviser registrations dated October 9–11, 2026. The firm listed on a registration is not necessarily where the adviser first registered, and a first adviser registration does not establish a hiring date or career start.

The other leading listed affiliations in the period were LPL Financial LLC, with 8 registrations; Strategic Advisers LLC, with 6; and PFS Investments Inc., with 5. The remaining 77 were listed under all other firms.

Among the named examples, Isaac M. Roeder and Haylee E. Baker each have a first-registration date of October 11, 2026, with Edward Jones listed as the current affiliation. Matthew Coffman and Matthew E. Hornaday have dates of October 9, 2026, with LPL Financial LLC listed.

Edward Stanislawek’s first-registration date is October 10, 2026, while Ihsaan I. Kamal’s is October 9; Strategic Advisers LLC is listed for both. Francis M. Bustamante and Jeanne M. Marasigan also have October 9 first-registration dates, with PFS Investments Inc. listed as their current affiliation.

The records also list individual branches, including Bellevue, Ohio, for Roeder and St. Louis, Missouri, for Baker. These reported locations do not establish a residence or sole workplace.

Current listed firmFirst adviser registrations, October 9–11, 2026
Edward Jones46
LPL Financial LLC8
Strategic Advisers LLC6
PFS Investments Inc.5
All other firms77

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First adviser registrations

The advisers below account for all 142 source-reported first adviser registrations from 10/09/2026 through 10/11/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 1–25 of 142. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Aaron M. Patenaude831393610/12/202610/09/2026Edward Jones250Plano, TX
Aaron Warriner808883910/12/202610/09/2026Edward Jones250Cammack Village, AR
Abdullahi Y. Sadik772231810/12/202610/09/2026LPL Financial LLC6413South Burlington, VT
Adam C. Hires805318210/12/202610/09/2026Mwa Financial Services Inc.112630Lexington, KY
Aiden M. Hoff823194710/12/202610/09/2026Thrivent Investment Management Inc.18387Mandan, ND
Alan Macias724919810/12/202610/09/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Stanwood, WA
Albert G. Gutierrez601118510/12/202610/09/2026Mwa Financial Services Inc.112630Cedar Park, TX
Alexander J. Wagner835352710/12/202610/09/2026Vitale Wealth Management284112Metamora, MI
Algin D. Lagdameo418539110/12/202610/09/2026MML Investors Services, LLC10409Bethesda, MD
Alyssa S. Wilson831863210/12/202610/09/2026Holland Advisory Services, Inc.136302Ormond Beach, FL
Amanda A. Waletski803056210/12/202610/09/2026LPL Financial LLC6413Fargo, ND
Ameer A. Akrouche796592710/12/202610/09/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Columbus, OH
Amitav E. Suchdev832403010/12/202610/09/2026Melius Research312314New York, NY
Andrew J. Clarke827421710/12/202610/09/2026Southwest Investment Advisors, Inc.312685Tucson, AZ
Anna P. Weatherford639695910/12/202610/09/2026Wells Fargo Clearing Services, LLC19616Wilmington, NC
Anthony Ascolese811512810/12/202610/09/2026Strategic Advisers LLC104555Greenwood Village, CO
Anthony C. Marlow835339110/12/202610/09/2026HBW Advisory Services LLC143665West Carrollton, OH
Anthony C. Scholl781145010/12/202610/09/2026Strategic Advisers LLC104555Greenwood Village, CO
Anthony G. Schena830571610/12/202610/09/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Grand Rapids, MI
Antonio X. DaCosta762508610/12/202610/09/2026Edward Jones250St. Louis, MO
Aurora R. Yager777133410/12/202610/09/2026Valmark Advisers, Inc.108050Akron, OH
Austin M. Roberts827905310/12/202610/09/2026Edward Jones250Luling, LA
Baylee Demers778522610/12/202610/09/2026Benjamin F. Edwards & Company, Inc.146936Concord, NH
Benjamin E. Lynk732866110/12/202610/09/2026Edward Jones250Avon, IN
Brianna K. Jacobs821640510/12/202610/09/2026LPL Financial LLC6413San Diego, CA

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