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 126–150 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Natalie McNeal811907610/22/202610/21/2026Nicolet Wealth Management283940Appleton, WI
Natasha N. Williams805626510/22/202610/21/2026Edward Jones250Elkhart, IN
Nicolas D. Reyes697669210/22/202610/21/2026Bridgeway Capital Management, LLC111441Houston, TX
Olivia Marotta834017010/22/202610/21/2026Fisher Investments107342Tampa, FL
Omar J. Corona818496310/22/202610/21/2026LPL Financial LLC6413Tampa, FL
Paige Black795905410/22/202610/21/2026Edward Jones250Alma, MI
Patrick J. Coleman835710010/22/202610/21/2026AE Wealth Management, LLC282580Spokane, WA
Paul Burke585826510/22/202610/21/2026Edward Jones250St. Louis, MO
Petar Petrovic776139710/22/202610/21/2026Stratos Investment Management, LLC283850Beachwood, OH
Peter H. Jones833516210/22/202610/21/2026Nuveen Asset Management, LLC155584Chicago, IL
Peter R. Swerz568806610/22/202610/21/2026J.P. Morgan Securities LLC79El Segundo, CA
Raymond Liu561361110/22/202610/21/2026Edward Jones250San Juan Capistrano, CA
Rebecca L. Hertz831709210/22/202610/21/2026Edward Jones250Marion, IL
Reilly E. Skorupski816307510/22/202610/21/2026Meridian Financial Partners LLC281969Warrenton, VA
Ridge G. Ward836160810/22/202610/21/2026Brookstone Wealth Advisors, LLC137658Kaysville, UT
Riley K. McDaniel833255610/22/202610/21/2026Florida Financial Advisors, LLC288811St. Petersburg, FL
Robert G. Osnayo834017410/22/202610/21/2026Fisher Investments107342Tampa, FL
Robert J. Hunt136067310/22/202610/21/2026Genter Capital Management108618Los Angeles, CA
Sabrina L. Saraceno811647910/22/202610/21/2026Goldman Sachs Wealth Services, L.P.106693Morristown, NJ
Sadie J. Dyer830614110/22/202610/21/2026Strategic Advisers LLC104555Greenwood Village, CO
Samantha J. Kersten772849310/22/202610/21/2026LPL Financial LLC6413Carlton, MN
Scott Crossin792941910/22/202610/21/2026Key Investment Services LLC136300Brooklyn, OH
Scott W. Martin832661710/22/202610/21/2026Edward Jones250Royal Oak, MI
Sean McKee835410410/22/202610/21/2026Great Lakes Advisors, LLC110757Chicago, IL
Seth B. Hendricks833119010/22/202610/21/2026Dimensional Fund Advisors LP106482Austin, TX

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