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 126–142 of 142. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Stephanie H. Jarnigan753068210/12/202610/09/2026Edward Jones250Austin, TX
Steven S. Babcock819118010/12/202610/09/2026First Command Advisory Services281958Shawnee, KS
Stewart J. Rallis121253610/12/202610/09/2026Stairway Partners, LLC133157Minneapolis, MN
Taylor A. Compton831465610/12/202610/09/2026Edward Jones250Eden Prairie, MN
Terrance Chen717162310/12/202610/09/2026Citigroup Global Markets Inc.7059Fountain Valley, CA
Tiffany M. Heatwole830938610/12/202610/09/2026Edward Jones250Lubbock, TX
Timothy B. Curran833579810/12/202610/09/2026Curran & Company Wealth Advisory344308Bel Air, MD
Timothy P. Malloy714995710/12/202610/09/2026Edward Jones250St. Louis, MO
Travis J. Drake831638010/12/202610/09/2026Edward Jones250Henryville, IN
Valdo Mota826736410/12/202610/09/2026First Command Advisory Services281958San Diego, CA
Victoria E. Carden831285710/12/202610/09/2026Edward Jones250St. Louis, MO
Victoria I. Vargas828520110/12/202610/09/2026Edward Jones250Long Beach, CA
Volha Kaliada707843310/12/202610/11/2026J.P. Morgan Securities LLC79Brooklyn, NY
Wesley Pendleton834702810/12/202610/09/2026Equitable Advisors, LLC6627Overland Park, KS
William J. Freidinger835474610/12/202610/09/202649 Financial319484Charlotte, NC
Xiaohong Han793529810/12/202610/09/2026Gina Han Wealth Advisory LLC343729Johns Creek, GA
Zhizhen Cao807995610/12/202610/10/2026Janney Montgomery Scott LLC463Philadelphia, PA

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