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 76–100 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Jack E. Miller834611210/22/202610/21/2026Equitable Advisors, LLC6627Williamsville, NY
Jackson Chandler820832910/22/202610/21/2026Ameriprise Financial Services, LLC6363Las Vegas, NV
Jacob M. Burdett806264410/22/202610/21/2026Eagle Strategies LLC110826Denver, CO
Jacob M. Byers817992310/22/202610/21/2026Edward Jones250St. Louis, MO
Jacob R. Yearout833780210/22/202610/21/2026Fisher Investments107342Plano, TX
Jacob Schechter810199510/22/202610/21/2026Equitable Advisors, LLC6627Woodbridge, NJ
Jacob Swingler802970010/22/202610/21/2026Rockefeller Financial LLC291361Florham Park, NJ
James N. DeMoss773352810/22/202610/21/2026J.P. Morgan Securities LLC79Fulton, MD
Jeffery H. Warren536081410/22/202610/21/2026State Farm Investment Management Corp.3487Snoqualmie, WA
John M. Latiolais832600210/22/202610/21/2026Edward Jones250Ville Platte, LA
John R. Egan831986810/22/202610/21/2026Strategic Advisers LLC104555Merrimack, NH
Jonathan M. Gatzke567579110/22/202610/21/2026State Farm Investment Management Corp.3487Saint Peters, MO
Joshua C. Manahan761465910/22/202610/21/2026Hightower Advisors, LLC145323Wichita, KS
Jovan S. Brockett831778410/22/202610/21/2026Cresset Asset Management, LLC288566Atlanta, GA
Juan A. Pina767323810/22/202610/21/2026Strategic Advisers LLC104555Crowley, TX
Julene N. Amaya816736410/22/202610/21/2026Edward Jones250North Chesterfield, VA
Karan N. Iraddi757951210/22/202610/21/2026Magnolia Growth Capital322030Portland, OR
Katherine M. Retherford573205710/22/202610/21/2026Edward Jones250St. Louis, MO
Keaundra D. Sykes808830810/22/202610/21/2026Edward Jones250Dallas, TX
Keeyana L. Missaghieh796653310/22/202610/21/2026Strategic Advisers LLC104555Scottsdale, AZ
Kelsie R. Meserole691023010/22/202610/21/2026Edward Jones250Lincoln, IL
Krista L. Elton267316710/22/202610/21/2026State Farm Investment Management Corp.3487Florence, SC
Kyle E. Cox813368310/22/202610/21/2026PNC Wealth Management LLC129052Hanover, PA
Landon H. Schumaker832524310/22/202610/21/2026Trieste Partners LLC344011Honolulu, HI
Laura Boone291907010/22/202610/21/2026Empower Advisory Group, LLC112058Chandler, AZ

Download data (CSV)