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

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Oct 7, 2016

First registration

Sep 2, 2021

Dual registered

yes, broker-dealer

Other names

Phil Leiby

IAPD individual key

6279820

• Occurred

  Jun 26, 2026
  Advisor changed firm

  Philip David Leiby left Schwab Wealth Advisory, Inc. for Edward Jones (registered 2026-06-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b79fb466-3fc0-e6d5-ead2-90c9cd254934

First observed

Sep 2, 2021

Last observed

Sep 15, 2026 5 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.