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 76–100 of 135. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Justin R. Wehler497192211/13/202611/12/2026Wells Fargo Clearing Services, LLC19616Boulder, CO
Kally J. Alkire672681811/13/202611/12/2026Beacon Pointe Advisors, LLC119290Allen, TX
Kayla Stuefen792809811/13/202611/12/2026Thrivent Investment Management Inc.18387Brookings, SD
Kendyll J. Ward767491211/13/202611/12/2026Edward Jones250Yorkville, IL
Kohl S. Lippmann833368911/13/202611/12/2026Edward Jones250Lake Stevens, WA
Kolby Carl797633711/13/202611/12/2026LPL Enterprise, LLC8733Camp Hill, PA
Krista M. Weaver642614111/13/202611/12/2026LPL Financial LLC6413San Diego, CA
Kritameth Pongcheewin771129611/13/202611/12/2026LPL Financial LLC6413Westborough, MA
Lisa M. Brown425332911/13/202611/12/2026State Farm Investment Management Corp.3487Beverly Hills, CA
Logan A. Handsaker834981711/13/202611/12/2026Novarra Dawn Investment Strategy344766Ames, IA
Lorraine A. V. Pelt85828211/13/202611/12/2026PFS Investments Inc.10111Brick, NJ
Louis A. Perri422560911/13/202611/12/2026Fiera Capital Inc.113638New York, NY
Louis Slaughter766453011/13/202611/12/2026State Farm Investment Management Corp.3487Ames, IA
Luisa F. Garcia801157511/13/202611/12/2026First Command Advisory Services281958Tampa, FL
Luke Tucker562273811/13/202611/12/2026Northwestern Mutual Investment Services, LLC2881Tallahassee, FL
Madeleine McMurray814854311/13/202611/12/2026Benjamin F. Edwards & Company, Inc.146936Clayton, MO
Madison Chow797234211/13/202611/12/2026Charles Schwab & Co., Inc.5393Los Angeles, CA
Mark B. Jensen820020111/13/202611/12/2026Empower Advisory Group, LLC112058Belgrade, MT
Matthew A. Weinberg154038711/13/202611/12/2026Beacon Pointe Advisors, LLC119290New York, NY
Matthew Amitrano493828911/13/202611/12/2026Northwestern Mutual Investment Services, LLC2881Destin, FL
Matthew B. Siegel827550511/13/202611/12/2026Equitable Advisors, LLC6627Cary, NC
Matthew P. Lazzara756801311/13/202611/12/2026Hightower Advisors, LLC145323Pearl River, NY
Melody R. Downes267397511/13/202611/12/2026Ariel Investments, LLC108211New York, NY
Michael Caputo702869711/13/202611/12/2026Eagle Strategies LLC110826Dewitt, NY
Michael T. Hill226216711/13/202611/12/2026HB Wealth316731Nashville, TN

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