NEW ADVISERS

Edward Jones lists 18; 128 first adviser registrations

The complete roster counts first adviser registrations dated October 22, 2026. Thomas Y. Pruden’s first registration date was October 22; the branch information was observed October 23.

By Maya Chen··1 min read

Thomas Y. Pruden is among 128 people with source-reported first adviser registrations dated October 22, 2026. His listed current firm is Edward Jones. That firm accounts for 18 people in the complete roster.

The roster counts first adviser registrations within the selected one-day window, not feed arrivals or newly listed firm affiliations. A first adviser registration does not establish a hiring date, career start, or first job in the industry. The firm shown is the current source-listed affiliation and is not necessarily where the person first registered.

Edward Jones has the largest listed-firm category in the supplied breakdown, with 18 people. LPL Financial LLC accounts for seven, Wells Fargo Clearing Services, LLC for six, and State Farm Investment Management Corp. for five.

Other named examples in the October 22 registration window include Jacob D. Pirucki, listed with Edward Jones, and Rebecca A. Isaacs, listed with LPL Financial LLC. Their first adviser registration dates were October 22, 2026. Branch information for these individuals was observed October 23, a separate date from their first-registration dates.

First adviser registrations

The advisers below account for all 128 source-reported first adviser registrations on 10/22/2026. 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 51–75 of 128. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Ethan D. Harkins803776510/23/202610/22/2026Hantz Financial Services, Inc.46047Ann Arbor, MI
Felipe M. Nicolaou771730610/23/202610/22/2026J.P. Morgan Securities LLC79Chestnut Hill, MA
Florence Harrison594651310/23/202610/22/2026State Farm Investment Management Corp.3487Inglewood, CA
Forest G. Holder826627010/23/202610/22/2026D.A. Davidson & Co.199Wenatchee, WA
Gabriel Barbieri828779210/23/202610/22/2026MML Investors Services, LLC10409Chicago, IL
Gehrig Zimmerman818278410/23/202610/22/2026Voya Financial Advisors, Inc.2882Boston, MA
Gregory A. Adelman784526910/23/202610/22/2026Eagle Strategies LLC110826Frontenac, KS
Gregory J. Szymanski832032210/23/202610/22/2026Edward Jones250El Dorado, WI
Hudson J. Bull790429710/23/202610/22/2026Hamilton Capital109116Columbus, OH
Jacob D. Pirucki832665410/23/202610/22/2026Edward Jones250Toledo, OH
Jacob T. Anglehart832208010/23/202610/22/2026Edward Jones250Ocala, FL
Jake Zator834488310/23/202610/22/2026Calamos Advisors LLC105758Naperville, IL
James Lyman831853810/23/202610/22/2026Strategic Advisers LLC104555Danvers, MA
James R. Marquiss832031610/23/202610/22/2026Edward Jones250St. Louis, MO
James T. Friesen834293110/23/202610/22/2026LPL Financial LLC6413Kingsburg, CA
James W. Nation832208110/23/202610/22/2026Edward Jones250St. Louis, MO
Jamie R. Marcos590279010/23/202610/22/2026Park Avenue Securities LLC46173Southfield, MI
Jason H. Vu820030810/23/202610/22/2026Morgan Stanley149777Long Beach, CA
Jennifer B. Christenson835506910/23/202610/22/2026Pension & Wealth Management Advisors309546Waltham, MA
Jennifer J. Majetic600279110/23/202610/22/2026Mwa Financial Services Inc.112630East Moline, IL
Jeremy Gonsalves816518310/23/202610/22/2026Wells Fargo Clearing Services, LLC19616Boston, MA
Jerod H. Alltop836173210/23/202610/22/2026State Farm Investment Management Corp.3487Ripley, WV
Jesus R. F. Daccarett835055610/23/202610/22/2026J.P. Morgan Securities LLC79Houston, TX
John J. Brunkan835978010/23/202610/22/2026Innovative Financial, LLC127469Lakewood, CO
John M. Talanges786520210/23/202610/22/2026Corient319448Chicago, IL

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