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 101–125 of 135. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Michael W. Olmsted773773111/13/202611/12/2026UBS Financial Services Inc.8174Atlanta, GA
Nan L. W. S. Htoo802511211/13/202611/12/2026Edward Jones250Rockville, IN
Nathan T. Jacobs810190911/13/202611/12/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Bethesda, MD
Neiloufar S. M. Riley823559511/13/202611/12/2026LPL Financial LLC6413San Francisco, CA
Nicholas J. Schutzenhofer811381111/13/202611/12/2026Raymond James Financial Services Advisors, Inc.149018Morristown, NJ
Noah S. Drew833219811/13/202611/12/2026Edward Jones250Fort Worth, TX
Patricio D. Romero-Valdespino420812111/13/202611/12/2026Eurocapital Advisors, Inc.126163Miami, FL
Pratiksha P. Kamath836672411/13/202611/12/2026Florida Financial Advisors, LLC288811Vienna, VA
Preston T. Prince819945511/13/202611/12/2026UBS Financial Services Inc.8174Warren, NJ
Rachel A. Bass722972911/13/202611/12/2026Fortress Private Ledger, LLC290298Raleigh, NC
Raena D. Wall832336611/13/202611/12/2026Wells Fargo Clearing Services, LLC19616Boise, ID
Reid C. Vanslette809909511/13/202611/12/2026UBS Financial Services Inc.8174Weehawken, NJ
Riley W. Walters833215511/13/202611/12/2026Edward Jones250Bryan, TX
Robert Tronieri677679511/13/202611/12/2026Vanguard Advisers, Inc.106715Malvern, PA
Ryan G. Wolf436176611/13/202611/12/2026Tampa Bay Islands Investors, LLC341720Tampa, FL
Ryan P. Dunn836986711/13/202611/12/2026State Farm Investment Management Corp.3487Little Elm, TX
Salomon D. P. Perez794676311/13/202611/12/2026J.P. Morgan Securities LLC79Boca Raton, FL
Scott Q. Brodeen456842011/13/202611/12/2026PKS Advisory Services, LLC125648Big Lake, MN
Sean D. Loomis684611911/13/202611/12/2026PFS Investments Inc.10111Lake Worth, FL
Sean T. Macdermott826039611/13/202611/12/2026Vanguard Advisers, Inc.106715Malvern, PA
Shane F. Rohe836653911/13/202611/12/2026Perigon Wealth Management, LLC131037Syracuse, NY
Shawna L. Rau516009711/13/202611/12/2026Edward Jones250Medford, WI
Shelby L. McPherson815719611/13/202611/12/2026Eagle Strategies LLC110826Victor, NY
Sherry L. Davis837169011/13/202611/12/2026Modera Wealth Management, LLC155649Asheville, NC
Sidra K. Schmidt724081511/13/202611/12/2026Merit Financial Advisors142457Tampa, FL

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