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 101–125 of 142. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Michael M. DeMoura835392610/12/202610/10/2026Coastal Bridge Advisors152569Westport, CT
Mohammed Shakil821404610/12/202610/11/2026J.P. Morgan Securities LLC79Garden City, NY
Nancy J. Dawson644271610/12/202610/11/2026Edward Jones250Dover, OH
Nathan A. Wanner831291510/12/202610/09/2026Edward Jones250Hayward, WI
Nicholas L. Rettle814446710/12/202610/09/2026Morgan Stanley149777Mclean, VA
Nicolas C. Campbell790808110/12/202610/09/2026LPL Financial LLC6413Austin, TX
Olivia Anthony832939810/12/202610/09/2026J.P. Morgan Securities LLC79Piqua, OH
Owen T. Burne835073010/12/202610/09/2026Campbell & Company Wealth Management, LLC341303Spring Hill, FL
Parker R. Hann835750810/12/202610/09/2026Simplifi, Inc.154900San Diego, CA
Patrick T. Penuel746545410/12/202610/09/2026Vanguard Advisers, Inc.106715Charlotte, NC
Paul J. Dimiceli759050910/12/202610/09/2026Edward Jones250Montgomery, TX
Peter Detwiler834120010/12/202610/09/2026DT Investment Partners, LLC157646Chadds Ford, PA
Peter J. Carril193565510/12/202610/09/2026Patton Hall, LLC167346Princeton, NJ
Peter J. Cullen834523110/12/202610/09/2026Equity Advisors, LLC300031Santa Cruz, CA
Peter W. Katz790376010/12/202610/09/2026MML Investors Services, LLC10409Warren, NJ
Phuong N. Doan829219210/12/202610/09/2026Morgan Stanley149777Honolulu, HI
Quinn P. Devlin823218310/12/202610/09/2026Ameriprise Financial Services, LLC6363Fairfield, NJ
Rachel A. Barrett835711210/12/202610/09/2026Barrett Wealth Connection LLC161020Golden, CO
Raef Coke808293910/12/202610/09/2026Stifel, Nicolaus & Company, Incorporated793San Francisco, CA
Richard S. Bernstein829806410/12/202610/09/2026Edward Jones250Prosper, TX
Robert L. Courtney833644910/12/202610/09/2026Equitable Advisors, LLC6627San Antonio, TX
Roland Laryea831813910/12/202610/09/2026Edward Jones250Silver Spring, MD
Scott Childs622883210/12/202610/09/2026PFS Investments Inc.10111Dallas, TX
Shalom A. Abi810674410/12/202610/09/2026Managed Account Advisors LLC142558Jersey City, NJ
Shannon Schulz792240410/12/202610/09/2026S Harris Financial Group, LLC151899San Antonio, TX

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