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··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 51–75 of 135. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Ginny L. Powers833370211/13/202611/12/2026Edward Jones250Depere, WI
Grace E. Dunn822574911/13/202611/12/2026Ameriprise Financial Services, LLC6363Aliso Viejo, CA
Gregory G. Hanna824220311/13/202611/12/2026Raymond James Financial Services Advisors, Inc.149018Barboursville, WV
Gregory M. Camejo835116111/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Pinecrest, FL
Hannah M. Nieder807119811/13/202611/12/2026LPL Financial LLC6413New Brighton, MN
Heidi Waldmann736936111/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Denver, CO
Hunter Williams790336111/13/202611/12/2026Charles Schwab & Co., Inc.5393Phoenix, AZ
Jack Herzer810775311/13/202611/12/2026Ameriprise Financial Services, LLC6363Minneapolis, MN
Jacob S. Ferrara775970011/13/202611/12/2026Citigroup Global Markets Inc.7059Jacksonville, FL
Jake L. Brudner828475611/13/202611/12/2026Morgan Stanley149777Denver, CO
James M. Adamo831828711/13/202611/12/2026Morgan Stanley149777Purchase, NY
Jennifer C. Salerno820890811/13/202611/12/2026Sentinel Asset Management, LLC302082Villanova, PA
Jennifer M. Marinangeli823874511/13/202611/12/2026Edward Jones250Chesterton, IN
Jessica Stack830892011/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691New York, NY
Joanne Gutierrez834000611/13/202611/12/2026Citigroup Global Markets Inc.7059Port Jefferson, NY
John R. Saathoff833007611/13/202611/12/2026Edward Jones250Houston, TX
Jon G. Stephens760952211/13/202611/12/2026Kingsview Wealth Management, LLC148107San Angelo, TX
Jonathan B. Hobart726265811/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Chicago, IL
Jonathan Carrillo830151111/13/202611/12/2026LPL Financial LLC6413Kingsport, TN
Jonnie M. Williams806112511/13/202611/12/2026Morgan Stanley149777Sarasota, FL
Joseph B. Davis836749011/13/202611/12/2026AE Wealth Management, LLC282580Jacksonville, FL
Joshua D. Merrion837043611/13/202611/12/2026State Farm Investment Management Corp.3487Portland, OR
Joshua M. Benet462375411/13/202611/12/2026LPL Financial LLC6413Fort Mill, SC
Joshua Savoie805314011/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Portland, ME
Julia C. Roter810496511/13/202611/12/2026Morgan Stanley149777Miami, FL

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