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·Edition ·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 firm | First adviser registrations, October 9–11, 2026 |
|---|---|
| Edward Jones | 46 |
| LPL Financial LLC | 8 |
| Strategic Advisers LLC | 6 |
| PFS Investments Inc. | 5 |
| All other firms | 77 |
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 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 |
|---|---|---|---|---|---|---|
| Brigham G. Perez | 7963383 | 10/12/2026 | 10/09/2026 | Strategic Advisers LLC | 104555 | Thornton, CO |
| Cale J. Bowe | 7338050 | 10/12/2026 | 10/09/2026 | Wells Fargo Clearing Services, LLC | 19616 | Salt Lake City, UT |
| Carla P. McCleaf | 7676757 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | St. Louis, MO |
| Carlos L. Duprey | 8354972 | 10/12/2026 | 10/09/2026 | Florida Financial Advisors, LLC | 288811 | Orlando, FL |
| Christopher M. Duncan | 8312900 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Grass Valley, CA |
| Christopher R. Hunter | 8343125 | 10/12/2026 | 10/09/2026 | Hunter Financial Planning | 344507 | Columbus, GA |
| Claden C. Connell | 7239040 | 10/12/2026 | 10/11/2026 | J.P. Morgan Securities LLC | 79 | Williamsburg, VA |
| Clinton A. Fukushima | 8315291 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Fresno, CA |
| Cody D. Bauer | 8098408 | 10/12/2026 | 10/09/2026 | Park Avenue Securities LLC | 46173 | Buffalo, NY |
| Connor Dufresne | 8119791 | 10/12/2026 | 10/09/2026 | J.P. Morgan Securities LLC | 79 | West Harrison, NY |
| Conor R. Hutchison | 8089149 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Murrysville, PA |
| Corey Donovan | 8315083 | 10/12/2026 | 10/09/2026 | MML Investors Services, LLC | 10409 | Shelton, CT |
| Corey L. Jackson | 8355304 | 10/12/2026 | 10/09/2026 | Florida Financial Advisors, LLC | 288811 | Ft. Lauderdale, FL |
| Dalton Hanks | 8312848 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | St. Louis, MO |
| Daniel C. Matson | 6165504 | 10/12/2026 | 10/09/2026 | MML Investors Services, LLC | 10409 | Boston, MA |
| Daniel R. Hunt | 8312899 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | St. Louis, MO |
| Devin S. Bateman | 8307123 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | St. Louis, MO |
| Dominik P. Kokor | 8313984 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Mansfield, TX |
| Dustin Fleener | 8355765 | 10/12/2026 | 10/09/2026 | Hornor, Townsend & Kent, LLC | 4031 | Springfield, MO |
| Dylan L. H. Henry | 8356806 | 10/12/2026 | 10/09/2026 | Prairiewood Wealth Management | 149007 | Fargo, ND |
| Edward Stanislawek | 8303404 | 10/12/2026 | 10/10/2026 | Strategic Advisers LLC | 104555 | Oak Brook, IL |
| Elizabeth M. Hurshman | 8138622 | 10/12/2026 | 10/09/2026 | Rockwood Wealth Management, LLC | 137481 | New Hope, PA |
| Ellen A. Honek | 5837439 | 10/12/2026 | 10/09/2026 | Thrivent Investment Management Inc. | 18387 | East Grand Forks, MN |
| Ellis P. Baum | 7514485 | 10/12/2026 | 10/09/2026 | Independent Financial Group, LLC | 7717 | Saco, ME |
| Francis M. Bustamante | 8270472 | 10/12/2026 | 10/09/2026 | PFS Investments Inc. | 10111 | Vienna, VA |