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 76–100 of 178. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Hailey L. Costello731346410/14/202610/13/2026Thrivent Investment Management Inc.18387Minneapolis, MN
Hakop J. Seropian834898910/14/202610/13/2026Tamar Securities, LLC153991Woodland Hills, CA
Hannah R. Mathiews831979410/14/202610/13/2026Catalyst Wealth Management LLC329586Houston, TX
Hunter D. Morley830075010/14/202610/13/2026Edward Jones250Holland, MI
Iseult Laurore834106510/14/202610/13/2026Beyond Wealth Management Group, LLC293291New Paltz, NY
Jack A. Stoops758671510/14/202610/13/2026Planmember Securities Corporation11869Carpinteria, CA
Jackson Attinger832392710/14/202610/13/2026Cerity Partners LLC151559San Francisco, CA
Jake A. Slocum834588010/14/202610/13/2026RW Investment Management LLC282707Eagle, ID
James McLeod833592910/14/202610/13/2026Equitable Advisors, LLC6627St. Louis, MO
James P. Shaughnessy593569910/14/202610/13/2026Wasatch Advisors LP106081Salt Lake City, UT
James T. Kelley685385410/14/202610/13/2026Newsouth Capital Management Inc.110676Vestavia, AL
Jennifer L. Lindsey742319810/14/202610/13/2026Edward Jones250Ashtabula, OH
Jeremiah D. Weathersbee827570810/14/202610/13/2026Valic Financial Advisors, Inc.42803Houston, TX
Joanna P. Halle753060110/14/202610/13/2026Edward Jones250Longmont, CO
John A. McClain791419110/14/202610/13/2026Goldman Sachs Wealth Services, L.P.106693Morristown, NJ
John A. Simpson251059710/14/202610/13/2026UBS Financial Services Inc.8174Warren, NJ
Jonathan T. McMath835423810/14/202610/13/2026Florida Financial Advisors, LLC288811Tampa, FL
Jonathon A. Kehres809125110/14/202610/13/2026Ameriprise Financial Services, LLC6363Seven Hills, OH
Joshua M. Baird831590610/14/202610/13/2026Cynosure Portfolio Advisors LLC337747Salt Lake City, UT
Karina Madrigal780442510/14/202610/13/2026LPL Financial LLC6413Valencia, CA
Kegan Foley832898910/14/202610/13/2026Blackrock Investment Management, LLC108928San Francisco, CA
Kevin Chen834285010/14/202610/13/2026Equitable Advisors, LLC6627New York, NY
Kevin M. Case706262310/14/202610/13/2026Ellis Investment Partners, LLC157669Berwyn, PA
Khadija Farooqi828832310/14/202610/13/2026J.P. Morgan Securities LLC79New York, NY
Kirk J. Mikel584455610/14/202610/13/2026Wells Fargo Clearing Services, LLC19616Greenwood Village, CO

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