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 51–75 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Danica L. Griffith554919910/22/202610/21/2026Sage Mountain Advisors, LLC298593Pittsburgh, PA
Daniel C. McMullen834953010/22/202610/21/2026Stokes Family Office LLC300899New Orleans, LA
Danielle Naar834050210/22/202610/21/2026Fisher Investments107342Tampa, FL
David Ceballos836196010/22/202610/21/2026State Farm Investment Management Corp.3487Fontana, CA
Davis C. Wheeler832042710/22/202610/21/2026Edward Jones250Arlington, VA
Derek Patterson821196310/22/202610/21/2026Northwestern Mutual Investment Services, LLC2881Oklahoma City, OK
Dianna M. Weaver520074710/22/202610/21/2026Raymond James Financial Services Advisors, Inc.149018Sarasota, FL
Dustin D. Devenport597926810/22/202610/21/2026FBL Wealth Management, LLC291396West Des Moines, IA
Dwayne Samboy446245310/22/202610/21/2026Arete Wealth Advisors, LLC145488Sunrise, FL
Edward J. Claire181423710/22/202610/21/2026Double Eagle Partners, LLC321963Southport, NC
Elizabeth J. Murphy833888510/22/202610/21/2026Ieq Capital, LLC301819San Francisco, CA
Elizabeth S. Merkin835579510/22/202610/21/2026Simplyria Advisor Network154494Tampa, FL
Eric Holzer812843210/22/202610/21/2026LPL Financial LLC6413Aberdeen, SD
Ethan Aiello833775510/22/202610/21/2026Fisher Investments107342Plano, TX
Francisco A. Gonzales833976710/22/202610/21/2026Qubera Wealth Management161389Pasadena, CA
Franklin J. Estrada832368510/22/202610/21/2026Edward Jones250St. Louis, MO
Gabriel A. Bussemey823813810/22/202610/21/2026Cetera Investment Advisers LLC105644Austin, TX
Garrett L. Johnson742936210/22/202610/21/2026UBS Financial Services Inc.8174Lincoln, NE
Gavin Derro810171510/22/202610/21/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Columbia, MD
Gavin Flatch836036610/22/202610/21/2026AE Wealth Management, LLC282580Camp Hill, PA
Gilbert Caraveo802541010/22/202610/21/2026Strategic Advisers LLC104555Temecula, CA
Gunnar Jessen579150810/22/202610/21/2026PFS Investments Inc.10111Belton, TX
Harrison J. Rodriguez834050310/22/202610/21/2026Fisher Investments107342Tampa, FL
Holliday C. Thomas832032410/22/202610/21/2026Edward Jones250Seneca, SC
Isaac J. Patterson792618210/22/202610/21/2026Edward Jones250Overland Park, KS

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