This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 12, 2017

First registration

Jan 17, 2017

Dual registered

yes, broker-dealer

Other names

Marlon Alexis Herrera Lenis|Marlon Herrera|Marlon Alexis Herrera|Marlon A Herrera Lenis

IAPD individual key

6718539

• Occurred

  May 9, 2025
  Advisor changed firm

  Marlon Alexis Herrera left Cornerstone Planning Group for Edward Jones (registered 2025-05-12)

  Form ADVobserved 5 days ago
• Occurred

  Aug 15, 2023
  Advisor changed firm

  Marlon Alexis Herrera left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cornerstone Planning Group (registered 2023-09-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b558dda3-38ed-a2ba-86c8-0b5c109310af

First observed

Jan 17, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.