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 126–150 of 178. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Michael J. Konyalian690903810/14/202610/13/2026LPL Financial LLC6413Torrance, CA
Michael W. Gilbert809020910/14/202610/13/2026Ameriprise Financial Services, LLC6363Louisville, KY
Mohammed A. U. Hassan835680410/14/202610/13/2026Florida Financial Advisors, LLC288811Houston, TX
Monica Bush705400810/14/202610/13/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691York, PA
Nathan K. Rogers835574210/14/202610/13/2026Florida Financial Advisors, LLC288811Jacksonville, FL
Nicholas Bell815044310/14/202610/13/2026First Command Advisory Services281958Wichita, KS
Nicholas Godino834469810/14/202610/13/2026Equitable Advisors, LLC6627Middletown, NY
Nicholas LaValley834276010/14/202610/13/2026Equitable Advisors, LLC6627San Antonio, TX
Nicholas M. Cortino833004010/14/202610/13/2026Equitable Advisors, LLC6627New York, NY
Nicholas S. Allen762886110/14/202610/13/2026Bluespring Wealth Management, LLC152667Mansfield, OH
Nicholas Shelly520553810/14/202610/13/2026State Farm Investment Management Corp.3487West Columbia, SC
Noah Edwards834098410/14/202610/13/2026Fisher Investments107342Tampa, FL
Noah J. Coleman807880610/14/202610/13/2026The Ameriflex Group305585Jefferson City, MO
Noah Nadeau827534610/14/202610/13/2026United Planners' Financial Services of America a Limited Partner20804La Mesa, CA
Noah S. Uresti834882610/14/202610/13/2026Fisher Investments107342Plano, TX
Parker J. Erdman816266410/14/202610/13/2026Horizon Investments LLC109552Charlotte, NC
Patrick K. Macy834792010/14/202610/13/2026Curi Capital, LLC134249Lake Forest, IL
Patrick L. Peters650826210/14/202610/13/2026Wealth Preservation Advisors, LLC167518Chattanooga, TN
Peter Lastoskie738970810/14/202610/13/2026Empower Advisory Group, LLC112058Plymouth, MI
Randall D. Dunn588637010/14/202610/13/2026Wealthspire Institutional, LLC106720Euless, TX
Rashmi Jain698030010/14/202610/13/2026J.P. Morgan Securities LLC79Livingston,, NJ
Robert E. Todd835614410/14/202610/13/2026State Farm Investment Management Corp.3487Henderson, KY
Robert Hicks789808610/14/202610/13/2026PFS Investments Inc.10111Clifton Park, NY
Robert Latin637538010/14/202610/13/2026Eagle Strategies LLC110826Houston, TX
Ryan Betts821041510/14/202610/13/2026Integrity Alliance, Llc.139627Omaha, NE

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