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 151–175 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Sheryl J. Jimerson324327810/22/202610/21/2026Cambridge Investment Research Advisors, Inc.134139Humble, TX
Sierra Harrison831846510/22/202610/21/2026Strategic Advisers LLC104555Keuka Park, NY
Spencer J. Johnston517920910/22/202610/21/2026LPL Financial LLC6413San Diego, CA
Spencer T. Brown771105110/22/202610/21/2026Edward Jones250St. Louis, MO
Stacey L. R. Walters814844210/22/202610/21/2026Strategic Advisers LLC104555Durham, NC
Sterling Puffer831366410/22/202610/21/2026J.P. Morgan Securities LLC79Salt Lake City, UT
Steven B. Swords835524110/22/202610/21/2026Truist Advisory Services, Inc.283390Columbus, GA
Steven K. Zareck836203410/22/202610/21/2026Brookstone Capital Management LLC141413Pensacola, FL
Storm Davison836002610/22/202610/21/2026AE Wealth Management, LLC282580York, PA
Sydney Drost783397810/22/202610/21/2026Edward Jones250Sparks, NV
Syed Raza833786910/22/202610/21/2026Fisher Investments107342Plano, TX
Theo G. Bachmann832420210/22/202610/21/2026Edward Jones250Clarksville, IN
Theresa N. Newton832020310/22/202610/21/2026Edward Jones250St. Louis, MO
Thomas French832714110/22/202610/21/2026Blackrock Investment Management, LLC108928Boston, MA
Tiffany C. Newby832699710/22/202610/21/2026Edward Jones250Chicago, IL
Tor Peery835060310/22/202610/21/2026Anchor Capital Management, LLC124600Ithaca, NY
Travis C. Ilitch829728710/22/202610/21/2026UBS Financial Services Inc.8174Washington, DC
Trevor Joachim823512110/22/202610/21/2026Thrivent Investment Management Inc.18387Minneapolis, MN
Tristen D. Auclair833934610/22/202610/21/2026Equitable Advisors, LLC6627Boca Raton, FL
Victor J. M. Quintanilla832867710/22/202610/21/2026Fisher Investments107342Plano, TX
Vincente J. DeLucia629723710/22/202610/21/2026Charles Schwab & Co., Inc.5393Santa Barbara, CA
William Castillo-Nenadich824551110/22/202610/21/2026LPL Financial LLC6413Tucson, AZ
William Meskill833852710/22/202610/21/2026Fisher Investments107342Plano, TX
William Rottino833791310/22/202610/21/2026Fisher Investments107342Plano, TX
Xiaoliang Luan830777310/22/202610/21/2026Transamerica Financial Advisors, LLC16164Plano, TX

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