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 101–125 of 178. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Kristen Johnson645383410/14/202610/13/2026Wells Fargo Advisors Financial Network, LLC11025Dublin, OH
Kyle Revis830976310/14/202610/13/2026Frost Investment Services286129San Antonio, TX
Kyle W. North739488310/14/202610/13/2026CMG Capital Management Group, Inc.110750Malvern, PA
Lauren E. Simpson830822910/14/202610/13/2026Rebalance LLC158242Logan, UT
Lauren R. Pilling759637410/14/202610/13/2026Altitude Capital Management LLC329366Mesa, AZ
Lexi P. Goodman834457510/14/202610/13/2026Equitable Advisors, LLC6627New York, NY
Lisa Conte749217610/14/202610/13/2026Wealthspire Institutional, LLC106720Millsboro, DE
Lisa M. McManis723157410/14/202610/13/2026UBS Financial Services Inc.8174Cincinnati, OH
Lisa McQuilkin731240910/14/202610/13/2026Edward Jones250New Providence, NJ
Logan M. Doup747815910/14/202610/13/2026Bluespring Wealth Management, LLC152667Mansfield, OH
Maeve Murray803098610/14/202610/13/2026Morgan Stanley149777Pittsburgh, PA
Maglyn R. Scott773817710/14/202610/13/2026UBS Financial Services Inc.8174Dallas, TX
Mark R. Ludwig806093110/14/202610/13/2026Strategic Advisers LLC104555Denver, CO
Massimo Giuliani796095010/14/202610/13/2026The Huntington Investment Company16986Columbus, OH
Matthew B. Kent832010810/14/202610/13/2026Stifel, Nicolaus & Company, Incorporated793Wayzata, MN
Matthew Dean829070510/14/202610/13/2026MML Investors Services, LLC10409Winnabow, NC
Matthew J. Frindt833792310/14/202610/13/2026Equitable Advisors, LLC6627Independence, OH
Matthew R. Marrazzo690991510/14/202610/13/2026Osaic Wealth, Inc.23131Mechanicsburg, PA
Matthew T. Johnston538317910/14/202610/13/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Fort Worth, TX
Meredith Davenport783700410/14/202610/13/2026Wells Fargo Clearing Services, LLC19616Roanoke, VA
Micah A. Orr738137710/14/202610/13/2026T. Rowe Price Advisory Services, Inc.108958Colorado Springs, CO
Michael C. Paccione833122210/14/202610/13/2026Valic Financial Advisors, Inc.42803Mount Laurel, NJ
Michael D. Brown416117710/14/202610/13/2026LPL Financial LLC6413Pleasant Grove, UT
Michael F. Ellis684037810/14/202610/13/2026Pioneer Administrative Services Ltd.289467Not reported
Michael Gabriyelyan693950710/14/202610/13/2026J.P. Morgan Securities LLC79Everett, WA

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