DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Jorden Rhodes | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2026 | Sep 14, 2026 |
| Jonathan Noriega | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2026 | Aug 31, 2026 |
| Erin Marie Johnson | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 9, 2026 | Sep 4, 2026 |
| Evan Thomas Mccurry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 8, 2026 | Sep 4, 2026 |
| Daniel John Day | LPL Enterprise, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 8, 2026 | Aug 31, 2026 |
| Laura Elizabeth Faucette Knight | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 7, 2026 | Sep 4, 2026 |
| Joyce Edith Breinlinger | Vanguard Advisers, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 7, 2026 | Sep 1, 2026 |
| Justin Mark Bonavitacola | Vandalia Wealth independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 4, 2026 | Sep 4, 2026 |
| Jackson Heinlen | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 15, 2026 |
| Richard J Bettger | Moneta Group Investment Advisors, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 3, 2026 | Sep 8, 2026 |
| Amanda Ellen Fitz | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Sep 3, 2026 | Aug 17, 2026 |
| Ryan Garrett Helm | Charles Schwab & Co., Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Aug 21, 2026 |
| Paul Anthony Marconi | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Sep 4, 2026 |
| Mark A Barefield | Guerra Wealth Advisors independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 27, 2026 | Aug 28, 2026 |
| Timothy James Missling | Ameriprise Financial Services, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 31, 2026 |
| Aaron Brett Sexton | Osaic Institutions, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 24, 2026 | Aug 21, 2026 |
| Abrahim Mutee Kassim | W&S Brokerage Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 24, 2026 | Aug 21, 2026 |
| Mark Champoux | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Aug 20, 2026 |
| Lucas Alexander Segal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2026 | Aug 21, 2026 |
| Gregory Mabra | First Command Advisory Services BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Aug 20, 2026 |
| Darien M Romero | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Aug 19, 2026 | Sep 4, 2026 |
| Todd Christopher Salzman | Copper Financial independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 18, 2026 | Aug 14, 2026 |
| Jon Britt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2026 | Aug 18, 2026 |
| Kelli Sue Phifer | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 12, 2026 | Jul 24, 2026 |
| Alan Hays Richey | Fisher Investments independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 25, 2026 |
| Douglas James Marcello | Core Wealth Management, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 7, 2026 |
| Trey Phillip Stern | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 24, 2026 |
| Nathaniel J Lekarczyk | LPL Enterprise, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 10, 2026 | Aug 18, 2026 |
| Justin Paul Clapp | Nationwide Investment Advisors, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 7, 2026 | Aug 10, 2026 |
| Christian W Loeb | J.P. Morgan Securities LLC wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Aug 7, 2026 | Sep 15, 2026 (39 d) |
| Ryland H Wall | Ameriprise Financial Services, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Aug 31, 2026 |
| Alice Larisa Wilms | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Jul 24, 2026 |
| Matthew Ruzicka | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 18, 2026 |
| David Maurice Cash-Alston | LPL Enterprise, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Jul 27, 2026 |
| John Michael Jacobsen | Principal Advised Services BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Aug 17, 2026 |
| Sean Christian Hillis | Key Investment Services LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Jul 17, 2026 |
| Julie Diane Hess | Charles Schwab & Co., Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Jul 7, 2026 |
| Alex Leiser | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 24, 2026 |
| Benjamin James Laffredo | Vanguard Advisers, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Jul 21, 2026 |
| Kevin J Sechrist | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2026 | Jul 28, 2026 |
| Thomas Cahill | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 3, 2026 |
| Shelley A Stefanits | Raymond James & Associates, Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Sep 14, 2026 (54 d) |
| Julia Michelle Petersen | Capital Client Group, Inc. no RAUM | Edward Jones national BD | Other | Jul 21, 2026 | Jul 23, 2026 |
| Taylor Morse | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Sep 1, 2026 (43 d) |
| Carl Augustine Hessel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Aug 7, 2026 |
| Emily Jo Farrell | Thrivent Investment Management Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 10, 2026 |
| Andrew Jon Kral | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 14, 2026 | Jul 13, 2026 |
| Benjamin Alvis Gentry | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jul 31, 2026 |
| Louis Luke Poussard | Voya Retirement Advisors, LLC other | Edward Jones national BD | Other | Jul 10, 2026 | Jul 27, 2026 |
| Tunde Nagy | UBS Financial Services Inc. wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 9, 2026 | Jul 22, 2026 |
| Jonathan Williams | Florida Financial Advisors, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 17, 2026 (39 d) |
| Ashley M Nay | Citigroup Global Markets Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jun 30, 2026 |
| Mckenna Marie Nolan | Lord, Abbett & Co. LLC asset manager | Edward Jones national BD | Other | Jul 7, 2026 | Aug 3, 2026 |
| Colbert D. Chang | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jun 22, 2026 |
| Thomas J Bolain | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jul 28, 2026 |
| Jacob Wayne Lamrock | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jul 7, 2026 |
| Larissa Amanda Lea | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jun 26, 2026 |
| Christi J Sanders | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2026 | Jul 23, 2026 |
| Philip David Leiby | Schwab Wealth Advisory, Inc. no RAUM | Edward Jones national BD | Other | Jun 26, 2026 | Jun 23, 2026 |
| Alexandra Eisenberger | Northwestern Mutual Investment Services,LLC no RAUM | Edward Jones national BD | Other | Jun 26, 2026 | Jun 2, 2026 |
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4,527 moves match.