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 101–125 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Lawrence O'Hara810625910/22/202610/21/2026State Farm Investment Management Corp.3487Sykesville, MD
Leiya C. Meadors803445710/22/202610/21/2026Strategic Advisers LLC104555Jacksonville, FL
Leonardo I. Cardenas832507510/22/202610/21/2026Edward Jones250St. Louis, MO
Li Jiang718081610/22/202610/21/2026Citigroup Global Markets Inc.7059San Francisco, CA
Logan G. Nash832308310/22/202610/21/2026LPL Enterprise, LLC8733Cranberry Township, PA
Lucas A. V. Keirsbilck832081710/22/202610/21/2026Edward Jones250St. Louis, MO
Lucas Fischer835036810/22/202610/21/2026Equitable Advisors, LLC6627San Diego, CA
Lydia E. Reynolds829223910/22/202610/21/2026Edward Jones250St. Louis, MO
Mark Hentz830442810/22/202610/21/2026Strategic Advisers LLC104555Covington, KY
Mason M. Sternard834016810/22/202610/21/2026Fisher Investments107342Tampa, FL
Mason Pagan835087010/22/202610/21/2026J.P. Morgan Securities LLC79Greenwich, CT
Mason Zubrod833792210/22/202610/21/2026Fisher Investments107342Camas, WA
Matthew Lombardozzi713619910/22/202610/21/2026Davinci Capital Management, Inc.46897Cambridge, MA
Maxwell A. Freed817375010/22/202610/21/2026UBS Financial Services Inc.8174Sewickley, PA
McDade R. Miura833123410/22/202610/21/2026Dimensional Fund Advisors LP106482Austin, TX
McKenna Motley779117110/22/202610/21/2026Stifel, Nicolaus & Company, Incorporated793Louisville, KY
Melissa Rugo611482510/22/202610/21/2026Vanguard Advisers, Inc.106715Scottsdale, AZ
Michael P. Canonica835321310/22/202610/21/2026RWM Capital, LLC310635The Woodlands, TX
Michael P. Smith827662110/22/202610/21/2026Park Avenue Securities LLC46173Scottsdale, AZ
Michael Swanson831440110/22/202610/21/2026Cetera Investment Advisers LLC105644Sioux Center, IA
Michelle J. Reynolds556999710/22/202610/21/2026Raymond James Financial Services Advisors, Inc.149018Sarasota, FL
Miriam Farag830823710/22/202610/21/2026MML Investors Services, LLC10409Santa Monica, CA
Mitchell O. Protass240349210/22/202610/21/2026J.P. Morgan Securities LLC79New York, NY
Mitchell T. Rose646465610/22/202610/21/2026Citizens Securities, Inc.39550Conshohocken, PA
Mose W. Witt102690110/22/202610/21/2026Sequent Planning, LLC160381Hoover, AL

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