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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Sheryl J. Jimerson | 3243278 | 10/22/2026 | 10/21/2026 | Cambridge Investment Research Advisors, Inc. | 134139 | Humble, TX |
| Sierra Harrison | 8318465 | 10/22/2026 | 10/21/2026 | Strategic Advisers LLC | 104555 | Keuka Park, NY |
| Spencer J. Johnston | 5179209 | 10/22/2026 | 10/21/2026 | LPL Financial LLC | 6413 | San Diego, CA |
| Spencer T. Brown | 7711051 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | St. Louis, MO |
| Stacey L. R. Walters | 8148442 | 10/22/2026 | 10/21/2026 | Strategic Advisers LLC | 104555 | Durham, NC |
| Sterling Puffer | 8313664 | 10/22/2026 | 10/21/2026 | J.P. Morgan Securities LLC | 79 | Salt Lake City, UT |
| Steven B. Swords | 8355241 | 10/22/2026 | 10/21/2026 | Truist Advisory Services, Inc. | 283390 | Columbus, GA |
| Steven K. Zareck | 8362034 | 10/22/2026 | 10/21/2026 | Brookstone Capital Management LLC | 141413 | Pensacola, FL |
| Storm Davison | 8360026 | 10/22/2026 | 10/21/2026 | AE Wealth Management, LLC | 282580 | York, PA |
| Sydney Drost | 7833978 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Sparks, NV |
| Syed Raza | 8337869 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Theo G. Bachmann | 8324202 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Clarksville, IN |
| Theresa N. Newton | 8320203 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | St. Louis, MO |
| Thomas French | 8327141 | 10/22/2026 | 10/21/2026 | Blackrock Investment Management, LLC | 108928 | Boston, MA |
| Tiffany C. Newby | 8326997 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Chicago, IL |
| Tor Peery | 8350603 | 10/22/2026 | 10/21/2026 | Anchor Capital Management, LLC | 124600 | Ithaca, NY |
| Travis C. Ilitch | 8297287 | 10/22/2026 | 10/21/2026 | UBS Financial Services Inc. | 8174 | Washington, DC |
| Trevor Joachim | 8235121 | 10/22/2026 | 10/21/2026 | Thrivent Investment Management Inc. | 18387 | Minneapolis, MN |
| Tristen D. Auclair | 8339346 | 10/22/2026 | 10/21/2026 | Equitable Advisors, LLC | 6627 | Boca Raton, FL |
| Victor J. M. Quintanilla | 8328677 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Vincente J. DeLucia | 6297237 | 10/22/2026 | 10/21/2026 | Charles Schwab & Co., Inc. | 5393 | Santa Barbara, CA |
| William Castillo-Nenadich | 8245511 | 10/22/2026 | 10/21/2026 | LPL Financial LLC | 6413 | Tucson, AZ |
| William Meskill | 8338527 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| William Rottino | 8337913 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Xiaoliang Luan | 8307773 | 10/22/2026 | 10/21/2026 | Transamerica Financial Advisors, LLC | 16164 | Plano, TX |