NEW ADVISERS

Edward Jones lists 35 of 179 first adviser registrations

The complete roster covers first adviser registrations dated October 21, 2026. Tiffany C. Newby’s current listed affiliation is Edward Jones; a separate branch record lists Chicago.

By Claire Bennett··2 min read

Edward Jones accounts for 35 of the 179 source-reported first adviser registrations dated October 21, 2026. Tiffany C. Newby is listed with Edward Jones, with her first adviser registration dated October 21, 2026. A separate branch-location record observed October 22 lists Chicago, Illinois; that location does not establish her residence or sole workplace.

Fisher Investments accounts for 17 registrations in the same October 21 cohort. Harrison J. Rodriguez and Danielle Naar both have first adviser registration dates of October 21, 2026, and both are listed with Fisher Investments. Their reported branch location is Tampa, Florida, in information observed October 22.

Strategic Advisers LLC accounts for nine registrations, while State Farm Investment Management Corp. accounts for seven. John R. Egan is listed with Strategic Advisers LLC, and David Ceballos with State Farm Investment Management Corp.; both have first adviser registration dates of October 21, 2026. Their reported branch locations are Merrimack, New Hampshire, and Fontana, California, respectively, in information observed October 22.

These are first adviser registration dates, not hiring dates, first industry jobs or career starts. The firm shown is the current source-listed affiliation and is not necessarily the firm where a person first registered. Reported branch locations do not establish residence or an adviser’s only workplace.

The complete population by current listed firm for the October 21 cohort is: Edward Jones, 35 people; Fisher Investments, 17; Strategic Advisers LLC, nine; State Farm Investment Management Corp., seven; and all other firms, 111.

First adviser registrations

The advisers below account for all 179 source-reported first adviser registrations on 10/21/2026. 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 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Austin DePue831465810/22/202610/21/2026Edward Jones250Garland, TX
Austin H. Schneider834769010/22/202610/21/2026Fitzwilliams Wealth Management Inc.312192Chesapeake, VA
Austin Stacy832082210/22/202610/21/2026Edward Jones250Tuscumbia, AL
Aydin Porter694902110/22/202610/21/2026Edward Jones250Bellevue, NE
Benjamin A. Cohen835178710/22/202610/21/2026North Berkeley Wealth Management, LLC136431Berkeley, CA
Benjamin F. Cloar731782910/22/202610/21/2026Edward Jones250St. Louis, MO
Benjamin Rosen834018910/22/202610/21/2026Fisher Investments107342Plano, TX
Brandon L. Dattomo733553310/22/202610/21/2026Lincoln Investment519Fort Washington, PA
Brandon Zimmerman834050110/22/202610/21/2026Fisher Investments107342Tampa, FL
Brett W. Berg786916210/22/202610/21/2026Charles Schwab & Co., Inc.5393Omaha, NE
Brigette Bednarek832980010/22/202610/21/2026Blackrock Investment Management, LLC108928Princeton, NJ
Cameron M. Gatsch829550810/22/202610/21/2026Commonwealth Financial Network8032Avon Lake, OH
Capri I. Quattrocchi834019910/22/202610/21/2026Fisher Investments107342Plano, TX
Carlos S. C. Ferraez836217910/22/202610/21/2026Bbva Global Wealth Advisors, Inc.327326Houston, TX
Chao Xu573195910/22/202610/21/2026Ione Capital Management LLC305571Hoboken, NJ
Chelsea Casto834020110/22/202610/21/2026Fisher Investments107342Plano, TX
Chloe E. Riester780337410/22/202610/21/2026Edward Jones250Washington, IN
Christian A. Chavez-Alvarez833643710/22/202610/21/2026Modera Wealth Management, LLC155649Asheville, NC
Christopher M. Bean835361010/22/202610/21/2026Savant Wealth Management107271Westwood, MA
Chuqi Shao834248610/22/202610/21/2026J.P. Morgan Securities LLC79San Francisco, CA
Clay Fogt821096710/22/202610/21/2026State Farm Investment Management Corp.3487Defiance, OH
Clyde D. Slappey409707110/22/202610/21/2026Edward Jones250St. Louis, MO
Colin C. Probert644494410/22/202610/21/2026Probert Investment Advisers, LLC174315Tiburon, CA
Colin H. Stalker832023910/22/202610/21/2026Edward Jones250Chapin, SC
Connor P. Mulligan785577110/22/202610/21/2026Morgan Stanley149777Alpharetta, GA

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