NEW ADVISERS
Edward Jones lists 18 of 135 first adviser registrations
The full cohort covers first adviser registrations dated November 12, 2026. Eden E. Parker and Ginny L. Powers were listed with Edward Jones on that date.
By Maya Chen·Edition ·2 min read
Edward Jones was the listed firm for 18 of the 135 source-reported first adviser registrations dated November 12, 2026. The firm category is part of the full cohort for that date, not a count of hiring events.
Eden E. Parker and Ginny L. Powers each had a source-reported first adviser registration dated November 12 and were listed with Edward Jones. Their reported branch locations were High Point, North Carolina, and De Pere, Wisconsin, respectively; those locations do not establish residence or a sole workplace.
Jonathan Carrillo, listed with LPL Financial LLC, and Alannah N. DeBoef, also listed with LPL, likewise had first adviser registration dates of November 12. Their records list Kingsport, Tennessee, and Vail, Arizona, as reported branch locations. A first adviser registration date does not establish a hiring date, career start or prior work history; the listed firm is the current source-reported affiliation, not necessarily the firm where the adviser first registered.
Across the complete cohort, 9 registrations were in the LPL Financial LLC category, 8 in the Merrill Lynch, Pierce, Fenner & Smith Incorporated category and 6 in the State Farm Investment Management Corp. category. The remaining 94 were grouped as all other firms. These are listed-firm categories for the same first-registration date, not evidence of hiring or movement between firms.
First adviser registrations by listed firm
The chart covers the full cohort of 135 first adviser registrations dated November 12, 2026.
First adviser registrations
The advisers below account for all 135 source-reported first adviser registrations on 11/12/2026. 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 1–25 of 135. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Aiden Hayes | 8244666 | 11/13/2026 | 11/12/2026 | PFS Investments Inc. | 10111 | Edmond, OK |
| Alannah N. DeBoef | 8235953 | 11/13/2026 | 11/12/2026 | LPL Financial LLC | 6413 | Vail, AZ |
| Alexsis Hipper | 7871433 | 11/13/2026 | 11/12/2026 | Mariner | 140195 | Florham Park, NJ |
| Ammy D. Salinas | 7939576 | 11/13/2026 | 11/12/2026 | Citigroup Global Markets Inc. | 7059 | New York, NY |
| Andres E. Giraldo | 8186851 | 11/13/2026 | 11/12/2026 | Goldman Sachs Wealth Services, L.P. | 106693 | Newport Beach, CA |
| Andrew J. Brace | 7735208 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | St. Louis, MO |
| Ashlyn Phelan | 8370857 | 11/13/2026 | 11/12/2026 | Waldron Private Wealth | 131063 | Wayne, PA |
| Audrey I. E. Roell | 8230570 | 11/13/2026 | 11/12/2026 | UBS Financial Services Inc. | 8174 | Nashville, TN |
| Austin J. Lederman | 8199195 | 11/13/2026 | 11/12/2026 | Morgan Stanley | 149777 | Alpharetta, GA |
| Braden R. Neff | 8351163 | 11/13/2026 | 11/12/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | College Station, TX |
| Brandon W. Levey | 8095912 | 11/13/2026 | 11/12/2026 | MML Investors Services, LLC | 10409 | Rochester, NY |
| Brandy R. Trueblood | 8005204 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | Washington, IN |
| Brayden A. Strickland | 8317928 | 11/13/2026 | 11/12/2026 | State Farm Investment Management Corp. | 3487 | Broken Arrow, OK |
| Brayden Whidden | 8341535 | 11/13/2026 | 11/12/2026 | Equitable Advisors, LLC | 6627 | Valdosta, GA |
| Breannah Rimmel | 8323465 | 11/13/2026 | 11/12/2026 | Empower Advisory Group, LLC | 112058 | Dallas, GA |
| Brian L. Bertelli | 4078352 | 11/13/2026 | 11/12/2026 | Eagle Strategies LLC | 110826 | Spokane, WA |
| Brian McIvor | 8359370 | 11/13/2026 | 11/12/2026 | Equitable Advisors, LLC | 6627 | San Francisco, CA |
| Caleb L. Atkinson | 6868282 | 11/13/2026 | 11/12/2026 | Osaic Wealth, Inc. | 23131 | Scottsdale, AZ |
| Calvin Morris | 8233727 | 11/13/2026 | 11/12/2026 | Osaic Wealth, Inc. | 23131 | Atlanta, GA |
| Carter R. Leith | 7954635 | 11/13/2026 | 11/12/2026 | MML Investors Services, LLC | 10409 | Seattle, WA |
| Charles Bella | 8029763 | 11/13/2026 | 11/12/2026 | Voya Financial Advisors, Inc. | 2882 | Boston, MA |
| Charles M. Hopkins | 2473876 | 11/13/2026 | 11/12/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Tallahassee, FL |
| Chelsea A. Horne | 8355981 | 11/13/2026 | 11/12/2026 | Concurrent Investment Advisors, LLC | 323135 | Marlton, NJ |
| Chloe V. Zandt | 8341514 | 11/13/2026 | 11/12/2026 | Wealthcrossing | 132513 | Richmond, VA |
| Christopher L. Molta | 7664779 | 11/13/2026 | 11/12/2026 | J.P. Morgan Securities LLC | 79 | Boston, MA |