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 176–178 of 178. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
William C. Cary822378010/14/202610/13/2026Thrivent Investment Management Inc.18387Minneapolis, MN
Zachariah J. Schlegel834671110/14/202610/13/2026GWN Securities Inc.128929Carlsbad, CA
Zhi X. A. Chua512877210/14/202610/13/2026Wealthspire Advisors106181San Rafael, CA

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