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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Austin DePue | 8314658 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Garland, TX |
| Austin H. Schneider | 8347690 | 10/22/2026 | 10/21/2026 | Fitzwilliams Wealth Management Inc. | 312192 | Chesapeake, VA |
| Austin Stacy | 8320822 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Tuscumbia, AL |
| Aydin Porter | 6949021 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Bellevue, NE |
| Benjamin A. Cohen | 8351787 | 10/22/2026 | 10/21/2026 | North Berkeley Wealth Management, LLC | 136431 | Berkeley, CA |
| Benjamin F. Cloar | 7317829 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | St. Louis, MO |
| Benjamin Rosen | 8340189 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Brandon L. Dattomo | 7335533 | 10/22/2026 | 10/21/2026 | Lincoln Investment | 519 | Fort Washington, PA |
| Brandon Zimmerman | 8340501 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Tampa, FL |
| Brett W. Berg | 7869162 | 10/22/2026 | 10/21/2026 | Charles Schwab & Co., Inc. | 5393 | Omaha, NE |
| Brigette Bednarek | 8329800 | 10/22/2026 | 10/21/2026 | Blackrock Investment Management, LLC | 108928 | Princeton, NJ |
| Cameron M. Gatsch | 8295508 | 10/22/2026 | 10/21/2026 | Commonwealth Financial Network | 8032 | Avon Lake, OH |
| Capri I. Quattrocchi | 8340199 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Carlos S. C. Ferraez | 8362179 | 10/22/2026 | 10/21/2026 | Bbva Global Wealth Advisors, Inc. | 327326 | Houston, TX |
| Chao Xu | 5731959 | 10/22/2026 | 10/21/2026 | Ione Capital Management LLC | 305571 | Hoboken, NJ |
| Chelsea Casto | 8340201 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Chloe E. Riester | 7803374 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Washington, IN |
| Christian A. Chavez-Alvarez | 8336437 | 10/22/2026 | 10/21/2026 | Modera Wealth Management, LLC | 155649 | Asheville, NC |
| Christopher M. Bean | 8353610 | 10/22/2026 | 10/21/2026 | Savant Wealth Management | 107271 | Westwood, MA |
| Chuqi Shao | 8342486 | 10/22/2026 | 10/21/2026 | J.P. Morgan Securities LLC | 79 | San Francisco, CA |
| Clay Fogt | 8210967 | 10/22/2026 | 10/21/2026 | State Farm Investment Management Corp. | 3487 | Defiance, OH |
| Clyde D. Slappey | 4097071 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | St. Louis, MO |
| Colin C. Probert | 6444944 | 10/22/2026 | 10/21/2026 | Probert Investment Advisers, LLC | 174315 | Tiburon, CA |
| Colin H. Stalker | 8320239 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Chapin, SC |
| Connor P. Mulligan | 7855771 | 10/22/2026 | 10/21/2026 | Morgan Stanley | 149777 | Alpharetta, GA |