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 26–50 of 142. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Brigham G. Perez796338310/12/202610/09/2026Strategic Advisers LLC104555Thornton, CO
Cale J. Bowe733805010/12/202610/09/2026Wells Fargo Clearing Services, LLC19616Salt Lake City, UT
Carla P. McCleaf767675710/12/202610/09/2026Edward Jones250St. Louis, MO
Carlos L. Duprey835497210/12/202610/09/2026Florida Financial Advisors, LLC288811Orlando, FL
Christopher M. Duncan831290010/12/202610/09/2026Edward Jones250Grass Valley, CA
Christopher R. Hunter834312510/12/202610/09/2026Hunter Financial Planning344507Columbus, GA
Claden C. Connell723904010/12/202610/11/2026J.P. Morgan Securities LLC79Williamsburg, VA
Clinton A. Fukushima831529110/12/202610/09/2026Edward Jones250Fresno, CA
Cody D. Bauer809840810/12/202610/09/2026Park Avenue Securities LLC46173Buffalo, NY
Connor Dufresne811979110/12/202610/09/2026J.P. Morgan Securities LLC79West Harrison, NY
Conor R. Hutchison808914910/12/202610/09/2026Edward Jones250Murrysville, PA
Corey Donovan831508310/12/202610/09/2026MML Investors Services, LLC10409Shelton, CT
Corey L. Jackson835530410/12/202610/09/2026Florida Financial Advisors, LLC288811Ft. Lauderdale, FL
Dalton Hanks831284810/12/202610/09/2026Edward Jones250St. Louis, MO
Daniel C. Matson616550410/12/202610/09/2026MML Investors Services, LLC10409Boston, MA
Daniel R. Hunt831289910/12/202610/09/2026Edward Jones250St. Louis, MO
Devin S. Bateman830712310/12/202610/09/2026Edward Jones250St. Louis, MO
Dominik P. Kokor831398410/12/202610/09/2026Edward Jones250Mansfield, TX
Dustin Fleener835576510/12/202610/09/2026Hornor, Townsend & Kent, LLC4031Springfield, MO
Dylan L. H. Henry835680610/12/202610/09/2026Prairiewood Wealth Management149007Fargo, ND
Edward Stanislawek830340410/12/202610/10/2026Strategic Advisers LLC104555Oak Brook, IL
Elizabeth M. Hurshman813862210/12/202610/09/2026Rockwood Wealth Management, LLC137481New Hope, PA
Ellen A. Honek583743910/12/202610/09/2026Thrivent Investment Management Inc.18387East Grand Forks, MN
Ellis P. Baum751448510/12/202610/09/2026Independent Financial Group, LLC7717Saco, ME
Francis M. Bustamante827047210/12/202610/09/2026PFS Investments Inc.10111Vienna, VA

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