NEW ADVISERS
Edward Jones lists 16 people among 176 first adviser registrations
The 176 first adviser registrations were dated November 10, 2026. The listed firm is a current affiliation, not necessarily where an adviser first registered.
By Claire Bennett·Edition ·1 min read
Carlos E. Cuellar had a source-reported first adviser registration dated November 10, 2026, with Edward Jones listed as his current firm affiliation. He was among 176 first adviser registrations dated that day. A first adviser registration does not establish a hiring date, career start or first job in the financial industry; the listed firm is not necessarily where the person first registered.
Edward Jones was the listed firm for 16 people in the cohort. Merrill Lynch, Pierce, Fenner & Smith Incorporated was listed for 10, J.P. Morgan Securities LLC for nine, and State Farm Investment Management Corp. for eight. Another 133 were listed across all other firms.
Other named examples include Tri M. Nguyen, whose first adviser registration was dated November 10, 2026, with Merrill Lynch, Pierce, Fenner & Smith Incorporated listed as the current firm affiliation, and Lauryn Morrow, whose first adviser registration was dated the same day, with J.P. Morgan Securities LLC listed.
First adviser registrations
The advisers below account for all 176 source-reported first adviser registrations on 11/10/2026. 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 176. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Danielle M. Johnston | 7954720 | 11/11/2026 | 11/10/2026 | Edward Jones | 250 | Lincoln City, OR |
| David A. Batka | 7796261 | 11/11/2026 | 11/10/2026 | HB Wealth | 316731 | Atlanta, GA |
| Dayton R. McKaughan | 8296405 | 11/11/2026 | 11/10/2026 | Edward Jones | 250 | Bentonville, AR |
| Devin M. Gledhill | 6222455 | 11/11/2026 | 11/10/2026 | J.P. Morgan Securities LLC | 79 | Palo Alto, CA |
| Dominic M. Venella | 7787872 | 11/11/2026 | 11/10/2026 | Alliancebernstein L.P. | 108477 | Washington Dc, DC |
| Ellie K. Rawlins | 7901436 | 11/11/2026 | 11/10/2026 | Prospera Financial Services, Inc. | 10740 | Dallas, TX |
| Elyse F. Fulton | 6061056 | 11/11/2026 | 11/10/2026 | Osaic Wealth, Inc. | 23131 | Tomball, TX |
| Filmon Lema | 8312824 | 11/11/2026 | 11/10/2026 | John Hancock Investment Management LLC | 105790 | Tempe, AZ |
| Fox W. Morral | 7851102 | 11/11/2026 | 11/10/2026 | RBC Capital Markets, LLC | 31194 | Minneapolis, MN |
| Frank H. Conner | 7512199 | 11/11/2026 | 11/10/2026 | Fisher Investments | 107342 | Plano, TX |
| Gabriel G. Thompson | 8333117 | 11/11/2026 | 11/10/2026 | Legacy Wealth Advisor LLC | 334697 | Lynchburg, VA |
| Garrett T. Wilson | 7371706 | 11/11/2026 | 11/10/2026 | Edward Jones | 250 | Golden, CO |
| Gavin M. Ytuarte | 8211168 | 11/11/2026 | 11/10/2026 | Victory Capital Management Inc. | 106189 | San Antonio, TX |
| George Dadas | 7839754 | 11/11/2026 | 11/10/2026 | Strategic Advisers LLC | 104555 | Westlake, OH |
| George L. Donnini | 7930023 | 11/11/2026 | 11/10/2026 | Strategic Advisers LLC | 104555 | New York, NY |
| George N. Farah | 6327762 | 11/11/2026 | 11/10/2026 | State Farm Investment Management Corp. | 3487 | Bakersfield, CA |
| Gerardo Solis | 7067761 | 11/11/2026 | 11/10/2026 | J.P. Morgan Securities LLC | 79 | Leander, TX |
| Grayson K. Browning | 8297176 | 11/11/2026 | 11/10/2026 | Edward Jones | 250 | St. Louis, MO |
| Gregory T. Barrett | 6713283 | 11/11/2026 | 11/10/2026 | Edward Jones | 250 | St. Louis, MO |
| Hannah C. Guidroz | 8286195 | 11/11/2026 | 11/10/2026 | Prospera Financial Services, Inc. | 10740 | Dallas, TX |
| Hector B. D. J. Ramos | 6680367 | 11/11/2026 | 11/10/2026 | Charles Schwab & Co., Inc. | 5393 | Phoenix, AZ |
| Ian Eckert | 8352736 | 11/11/2026 | 11/10/2026 | Abundo Wealth | 304612 | Chico, CA |
| Jack M. Hinkleman | 8371519 | 11/11/2026 | 11/10/2026 | First Advisors National, LLC | 166212 | Mokena, IL |
| Jack Wilson | 8346174 | 11/11/2026 | 11/10/2026 | State Farm Investment Management Corp. | 3487 | Valparaiso, IN |
| Jacob D. Jenkins | 8102467 | 11/11/2026 | 11/10/2026 | Hilltop Securities Inc. | 6220 | Dallas, TX |