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 101–125 of 142. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Michael M. DeMoura | 8353926 | 10/12/2026 | 10/10/2026 | Coastal Bridge Advisors | 152569 | Westport, CT |
| Mohammed Shakil | 8214046 | 10/12/2026 | 10/11/2026 | J.P. Morgan Securities LLC | 79 | Garden City, NY |
| Nancy J. Dawson | 6442716 | 10/12/2026 | 10/11/2026 | Edward Jones | 250 | Dover, OH |
| Nathan A. Wanner | 8312915 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Hayward, WI |
| Nicholas L. Rettle | 8144467 | 10/12/2026 | 10/09/2026 | Morgan Stanley | 149777 | Mclean, VA |
| Nicolas C. Campbell | 7908081 | 10/12/2026 | 10/09/2026 | LPL Financial LLC | 6413 | Austin, TX |
| Olivia Anthony | 8329398 | 10/12/2026 | 10/09/2026 | J.P. Morgan Securities LLC | 79 | Piqua, OH |
| Owen T. Burne | 8350730 | 10/12/2026 | 10/09/2026 | Campbell & Company Wealth Management, LLC | 341303 | Spring Hill, FL |
| Parker R. Hann | 8357508 | 10/12/2026 | 10/09/2026 | Simplifi, Inc. | 154900 | San Diego, CA |
| Patrick T. Penuel | 7465454 | 10/12/2026 | 10/09/2026 | Vanguard Advisers, Inc. | 106715 | Charlotte, NC |
| Paul J. Dimiceli | 7590509 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Montgomery, TX |
| Peter Detwiler | 8341200 | 10/12/2026 | 10/09/2026 | DT Investment Partners, LLC | 157646 | Chadds Ford, PA |
| Peter J. Carril | 1935655 | 10/12/2026 | 10/09/2026 | Patton Hall, LLC | 167346 | Princeton, NJ |
| Peter J. Cullen | 8345231 | 10/12/2026 | 10/09/2026 | Equity Advisors, LLC | 300031 | Santa Cruz, CA |
| Peter W. Katz | 7903760 | 10/12/2026 | 10/09/2026 | MML Investors Services, LLC | 10409 | Warren, NJ |
| Phuong N. Doan | 8292192 | 10/12/2026 | 10/09/2026 | Morgan Stanley | 149777 | Honolulu, HI |
| Quinn P. Devlin | 8232183 | 10/12/2026 | 10/09/2026 | Ameriprise Financial Services, LLC | 6363 | Fairfield, NJ |
| Rachel A. Barrett | 8357112 | 10/12/2026 | 10/09/2026 | Barrett Wealth Connection LLC | 161020 | Golden, CO |
| Raef Coke | 8082939 | 10/12/2026 | 10/09/2026 | Stifel, Nicolaus & Company, Incorporated | 793 | San Francisco, CA |
| Richard S. Bernstein | 8298064 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Prosper, TX |
| Robert L. Courtney | 8336449 | 10/12/2026 | 10/09/2026 | Equitable Advisors, LLC | 6627 | San Antonio, TX |
| Roland Laryea | 8318139 | 10/12/2026 | 10/09/2026 | Edward Jones | 250 | Silver Spring, MD |
| Scott Childs | 6228832 | 10/12/2026 | 10/09/2026 | PFS Investments Inc. | 10111 | Dallas, TX |
| Shalom A. Abi | 8106744 | 10/12/2026 | 10/09/2026 | Managed Account Advisors LLC | 142558 | Jersey City, NJ |
| Shannon Schulz | 7922404 | 10/12/2026 | 10/09/2026 | S Harris Financial Group, LLC | 151899 | San Antonio, TX |