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 51–75 of 142. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Gabriel Bruns773322110/12/202610/09/2026Edward Jones250Washington, IA
Ghadi P. Sabbagh835560410/12/202610/09/2026Prism Wealth Management317881Wooster, OH
Grant W. Canada831466010/12/202610/09/2026Edward Jones250St. Louis, MO
Greyson Boltz789966010/12/202610/09/2026Edward Jones250Baker, WV
Greyson Kolk740151510/12/202610/10/2026Capital Client Group, Inc.6247Stamford, CT
Gurinder Singh773850010/12/202610/09/2026Maximforte Private Wealth LLC342663New York, NY
Hassan Mansour827597110/12/202610/09/2026Cetera Investment Advisers LLC105644Rochelle Park, NJ
Haylee E. Baker791589410/12/202610/11/2026Edward Jones250St. Louis, MO
Heather L. Cortez685361510/12/202610/09/2026&Partners3767Clayton, MO
Henry F. Albers828674310/12/202610/09/2026Edward Jones250Dundas, MN
Hudson Elebash832080310/12/202610/09/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Melville, NY
Hunter Briggs706278110/12/202610/09/2026Stifel, Nicolaus & Company, Incorporated793Wichita, KS
Ihsaan I. Kamal822124610/12/202610/09/2026Strategic Advisers LLC104555Corinth, TX
Ira C. Dugang654115310/12/202610/09/2026PFS Investments Inc.10111Montclair, CA
Isaac M. Roeder808882710/12/202610/11/2026Edward Jones250Bellevue, OH
Jack A. Montalbano791112310/12/202610/09/2026Edward Jones250Beaumont, TX
Jacob R. Haynie768120610/12/202610/09/2026Eagle Strategies LLC110826Winter Park, FL
Jacquelyn M. Thorsen741340910/12/202610/09/2026Advisory Services Network146051Jacksonville, FL
James A. Moyes832031710/12/202610/09/2026Edward Jones250St. Louis, MO
Jaymee L. Leamer491752410/12/202610/09/2026Edward Jones250Walla Walla, WA
Jeanne M. Marasigan824104910/12/202610/09/2026PFS Investments Inc.10111San Leandro, CA
Jessica A. Hefner768376910/12/202610/09/2026Edward Jones250St. Louis, MO
Jill C. Clark809931010/12/202610/09/2026Edward Jones250Browns Valley, CA
Jill L. Auger324731210/12/202610/09/2026Edward Jones250Houghton, MI
Johan Gomez-Hernandez823312810/12/202610/09/2026LPL Financial LLC6413Stamford, CT

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