NEW ADVISERS

Edward Jones lists 12 of 178 first adviser registrations

The full-period count covers first adviser registrations dated October 13, 2026. Two named Edward Jones registrants and examples at Equitable Advisors and Fisher Investments were also listed that day.

By Daniel Mercer··1 min read

Edward Jones had 12 of the 178 source-reported first adviser registrations dated October 13, 2026. That count describes registrations with that first-registration date, not hiring activity. The listed firm is the current source-reported affiliation and does not necessarily identify where an adviser first registered.

Austin A. Earnest and Hunter D. Morley were both listed with Edward Jones, and each had a first adviser registration date of October 13, 2026. The roster also included Gina M. Cardinale and Nicholas Godino with Equitable Advisors, LLC, and Noah S. Uresti and Austin Denmon with Fisher Investments. Each of those four also had an October 13 first-registration date.

The source-listed firm is an affiliation in the registration record; the date does not establish a hiring date, career start or first job in the industry. The roster’s branch-location information was observed October 14, 2026, separately from the October 13 first-registration dates. A reported branch does not establish a person’s residence or sole workplace.

Current source-listed firm categoryFirst adviser registrations
Edward Jones12
Equitable Advisors, LLC11
Fisher Investments10
UBS Financial Services Inc.7
All other firms138

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First adviser registrations

The advisers below account for all 178 source-reported first adviser registrations on 10/13/2026. 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 178. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Benjamin Kohut807823410/14/202610/13/2026Strategic Advisers LLC104555Denver, CO
Benjamin M. Allen797437410/14/202610/13/2026Bluespring Wealth Management, LLC152667Mansfield, OH
Benjamin S. Streator792169310/14/202610/13/2026J. W. Cole Advisors, Inc.112294State College, PA
Blake R. Sprague796501710/14/202610/13/2026T. Rowe Price Advisory Services, Inc.108958Colorado Springs, CO
Braden A. Roskam826922810/14/202610/13/2026T. Rowe Price Advisory Services, Inc.108958Colorado Springs, CO
Brayden Wilson794736910/14/202610/13/2026Charles Schwab & Co., Inc.5393Westlake, TX
Brenda K. Kruit804865210/14/202610/13/2026&Partners3767Wooster, OH
Brenda L. Spencer523494110/14/202610/13/2026Edward Jones250Omaha, NE
Brendan M. Skinner813396810/14/202610/13/2026Wells Fargo Advisors Financial Network, LLC11025Chesterfield, MO
Brett D. Mooney829766610/14/202610/13/2026Edward Jones250Columbia, MO
Brian C. Ulch659624510/14/202610/13/2026Aventail Wealth Management, LLC282467Winter Haven, FL
Briana I. Alfert-Rivera831244410/14/202610/13/2026Fisher Investments107342Tampa, FL
Bronson C. Jorgensen832332910/14/202610/13/2026Wells Fargo Clearing Services, LLC19616Salt Lake City, UT
Brooks Bak834498510/14/202610/13/2026Fisher Investments107342Tampa, FL
Bryce O'Rourke834593810/14/202610/13/2026Private Advisor Group, LLC155216Sacramento, CA
Caio P. Azevedo620198110/14/202610/13/2026Commonwealth Financial Network8032Richboro, PA
Carl Forstrom787874310/14/202610/13/2026Charles Schwab & Co., Inc.5393Phoenix, AZ
Carmen Kiewert792962610/14/202610/13/2026J.P. Morgan Securities LLC79Tempe, AZ
Carter C. Rose830970610/14/202610/13/2026Five Talent Financial LLC343569Murray, KY
Carter D. Furness828218810/14/202610/13/2026Mwa Financial Services Inc.112630Cheyenne, WY
Charles R. Whitley835749610/14/202610/13/2026Florida Financial Advisors, LLC288811Raleigh, NC
Charles Watson835186810/14/202610/13/2026Seia108163Redondo Beach, CA
Cherita J. Stokes425267810/14/202610/13/2026UBS Financial Services Inc.8174Dallas, TX
Christian A. Sanchez797603110/14/202610/13/2026Wells Fargo Clearing Services, LLC19616Kingwood, TX
Cole M. Alexander722239310/14/202610/13/2026Waverly Advisors, LLC115332Jacksonville, FL

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