DFX Intelligence
Advisor moves
Departures from Edward Jones
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eva Marina Coutermarsh | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Aug 10, 2026 (265 d) |
| Johanny De Jesus | Edward Jones national BD | Modern Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2025 | Apr 20, 2026 (153 d) |
| David Glenz | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Dec 4, 2025 |
| John Robert Hayes | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Dec 2, 2025 |
| Gina Annette Lapiner | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Nov 14, 2025 |
| Brenda R Trachsel | Edward Jones national BD | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Jan 26, 2026 (70 d) |
| Stephanie Bridget Ritter | Edward Jones national BD | Moneta Group Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Sep 2, 2026 (289 d) |
| Michael Tibor Ariel | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Feb 4, 2026 (79 d) |
| Christie Lynn Maclin | Edward Jones national BD | Focus Partners Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2025 | Apr 29, 2026 (165 d) |
| Taylar B Owen | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 15, 2025 | Dec 5, 2025 |
| Matthew Woudstra | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 13, 2025 | Nov 14, 2025 |
| Lisa Marie Wagerer | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2025 | Nov 11, 2025 |
| Zubeen Tukina | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2025 | Nov 12, 2025 |
| Eric Milhoua | Edward Jones national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 11, 2025 | Nov 10, 2025 |
| Christopher Gleason | Edward Jones national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Nov 11, 2025 |
| Jeffrey Lord | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2025 | Nov 10, 2025 |
| Shawnnah Sprague | Edward Jones national BD | Horizon Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Nov 17, 2025 |
| Tom Noonan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 10, 2025 | Nov 8, 2025 |
| Ryan Najar Valenzuela | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Dec 9, 2025 |
| Jean Victoria Alexander Alessandrini | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 7, 2025 |
| Marcos Palma Garcia | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 9, 2025 | Jan 16, 2026 (68 d) |
| Jeffrey King | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2025 | Jan 12, 2026 (64 d) |
| Matthew R Ward | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Dec 1, 2025 |
| Mark J Reisman | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Jan 27, 2026 (82 d) |
| Lamonica Tipton | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Jan 6, 2026 (61 d) |
| Steven Dull | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 6, 2025 |
| Philippe-Joseph Eustache | Edward Jones national BD | Prive Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 6, 2025 | Jan 16, 2026 (71 d) |
| Griffin Reed Hester | Edward Jones national BD | Dew Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Mar 10, 2026 (124 d) |
| Edvin Rustrian | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Jul 1, 2026 (237 d) |
| Eric James Quenemoen | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 5, 2025 | Dec 9, 2025 (34 d) |
| John Ronston | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Nov 19, 2025 |
| Betty Chin | Edward Jones national BD | Perennial Financial Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Nov 3, 2025 |
| Cameron Paul Lail | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 3, 2025 |
| Stacy Mills | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 31, 2025 |
| Loren Shane Fields | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 4, 2025 |
| Bernard Joseph Havey | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Joseph O Vigil | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 31, 2025 |
| Zachary J Ewing | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 31, 2025 |
| Kale Everett Youtzy | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 31, 2025 |
| Ann Beth Barham | Edward Jones national BD | Titleist Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Oct 31, 2025 |
| Ryan P Hansen | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Brandon Eric Wallis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 30, 2025 |
| Christopher Alpers | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 30, 2025 |
| Shawn Glover | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 31, 2025 | Oct 30, 2025 |
| Baseem Taraji | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Oct 31, 2025 | Dec 2, 2025 (32 d) |
| John Kellar | Edward Jones national BD | Garland And Greenwood Wealth Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 31, 2025 | Nov 17, 2025 |
| Tyler M Ochs | Edward Jones national BD | Digital Ascension Group - Wealth other | Other | Oct 30, 2025 | Nov 9, 2025 |
| Jeanine Morris | Edward Jones national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2025 | Sep 11, 2026 (316 d) |
| Lyle Christopher Back | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 28, 2025 |
| Daniel Jessei Arostegui | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Mar 19, 2026 (141 d) |
| Garrett Haney | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 28, 2025 |
| Anthony Delghingaro | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 28, 2025 |
| William James Whitehead | Edward Jones national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Oct 27, 2025 |
| Stephanie June Ross | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 28, 2025 | Oct 27, 2025 |
| Chad Logan Hasten | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Nov 25, 2025 |
| Hal L White | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 27, 2025 |
| Ryan Shaw Birch | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2025 | Oct 24, 2025 |
| Julie Lalwani | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 24, 2025 |
| Jonathan Nimitz Benecke | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 24, 2025 |
| Diana Marie Kinkaid | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 27, 2025 | Dec 18, 2025 (52 d) |
10,469 moves match.