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 101–125 of 135. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Michael W. Olmsted | 7737731 | 11/13/2026 | 11/12/2026 | UBS Financial Services Inc. | 8174 | Atlanta, GA |
| Nan L. W. S. Htoo | 8025112 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | Rockville, IN |
| Nathan T. Jacobs | 8101909 | 11/13/2026 | 11/12/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Bethesda, MD |
| Neiloufar S. M. Riley | 8235595 | 11/13/2026 | 11/12/2026 | LPL Financial LLC | 6413 | San Francisco, CA |
| Nicholas J. Schutzenhofer | 8113811 | 11/13/2026 | 11/12/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Morristown, NJ |
| Noah S. Drew | 8332198 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | Fort Worth, TX |
| Patricio D. Romero-Valdespino | 4208121 | 11/13/2026 | 11/12/2026 | Eurocapital Advisors, Inc. | 126163 | Miami, FL |
| Pratiksha P. Kamath | 8366724 | 11/13/2026 | 11/12/2026 | Florida Financial Advisors, LLC | 288811 | Vienna, VA |
| Preston T. Prince | 8199455 | 11/13/2026 | 11/12/2026 | UBS Financial Services Inc. | 8174 | Warren, NJ |
| Rachel A. Bass | 7229729 | 11/13/2026 | 11/12/2026 | Fortress Private Ledger, LLC | 290298 | Raleigh, NC |
| Raena D. Wall | 8323366 | 11/13/2026 | 11/12/2026 | Wells Fargo Clearing Services, LLC | 19616 | Boise, ID |
| Reid C. Vanslette | 8099095 | 11/13/2026 | 11/12/2026 | UBS Financial Services Inc. | 8174 | Weehawken, NJ |
| Riley W. Walters | 8332155 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | Bryan, TX |
| Robert Tronieri | 6776795 | 11/13/2026 | 11/12/2026 | Vanguard Advisers, Inc. | 106715 | Malvern, PA |
| Ryan G. Wolf | 4361766 | 11/13/2026 | 11/12/2026 | Tampa Bay Islands Investors, LLC | 341720 | Tampa, FL |
| Ryan P. Dunn | 8369867 | 11/13/2026 | 11/12/2026 | State Farm Investment Management Corp. | 3487 | Little Elm, TX |
| Salomon D. P. Perez | 7946763 | 11/13/2026 | 11/12/2026 | J.P. Morgan Securities LLC | 79 | Boca Raton, FL |
| Scott Q. Brodeen | 4568420 | 11/13/2026 | 11/12/2026 | PKS Advisory Services, LLC | 125648 | Big Lake, MN |
| Sean D. Loomis | 6846119 | 11/13/2026 | 11/12/2026 | PFS Investments Inc. | 10111 | Lake Worth, FL |
| Sean T. Macdermott | 8260396 | 11/13/2026 | 11/12/2026 | Vanguard Advisers, Inc. | 106715 | Malvern, PA |
| Shane F. Rohe | 8366539 | 11/13/2026 | 11/12/2026 | Perigon Wealth Management, LLC | 131037 | Syracuse, NY |
| Shawna L. Rau | 5160097 | 11/13/2026 | 11/12/2026 | Edward Jones | 250 | Medford, WI |
| Shelby L. McPherson | 8157196 | 11/13/2026 | 11/12/2026 | Eagle Strategies LLC | 110826 | Victor, NY |
| Sherry L. Davis | 8371690 | 11/13/2026 | 11/12/2026 | Modera Wealth Management, LLC | 155649 | Asheville, NC |
| Sidra K. Schmidt | 7240815 | 11/13/2026 | 11/12/2026 | Merit Financial Advisors | 142457 | Tampa, FL |