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 teams

Teams that joined Edward Jones

A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.

Advisors	From	To	Branch	Type	Left
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Santa Barbara, Ca +1	Wirehouse to affiliated broker-dealer or bank	May 1, 2026
2	Stifel, Nicolaus & Company, Incorporated national BD	Edward Jones national BD	Cookeville, Tn	Affiliated broker-dealer or bank to another	Apr 29, 2026
2	Citigroup Global Markets Inc. BD affiliated	Edward Jones national BD	New York, Ny	Affiliated broker-dealer or bank to another	Apr 20, 2026 over 3 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Fort Lauderdale, Fl +1	Wirehouse to affiliated broker-dealer or bank	Apr 13, 2026 over 8 d
4	Capital Investment Advisory Services, LLC BD affiliated	Edward Jones national BD	Cary, Nc +1	Affiliated broker-dealer or bank to another	Mar 5, 2026 over 20 d
2	Natixis Advisors, LLC BD affiliated	Edward Jones national BD	San Francisco, Ca +1	Affiliated broker-dealer or bank to another	Jan 5, 2026
2	J.P. Morgan Securities LLC wirehouse	Edward Jones national BD	Allen, Tx +1	Wirehouse to affiliated broker-dealer or bank	Dec 1, 2025 over 13 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Southport, Nc +1	Wirehouse to affiliated broker-dealer or bank	Oct 24, 2025 over 3 d
2	Ameriprise Financial Services, LLC national BD	Edward Jones national BD	Canton, Ma +1	Affiliated broker-dealer or bank to another	Sep 2, 2025 over 8 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Fairfax, Va +1	Wirehouse to affiliated broker-dealer or bank	Sep 2, 2025 over 2 d
2	Independent Financial Group, LLC BD affiliated	Edward Jones national BD	Victorville, Ca +1	Affiliated broker-dealer or bank to another	Jul 28, 2025 over 9 d
2	LPL Financial LLC BD affiliated	Edward Jones national BD	Avon, In +1	Affiliated broker-dealer or bank to another	Jul 23, 2025 over 7 d
2	J.P. Morgan Securities LLC wirehouse	Edward Jones national BD	Grand Prairie, Tx +1	Wirehouse to affiliated broker-dealer or bank	Jul 23, 2025 over 1 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Bakersfield, Ca +1	Wirehouse to affiliated broker-dealer or bank	Jul 22, 2025 over 8 d
2	Empower Advisory Group, LLC BD affiliated	Edward Jones national BD	Greenwood Village, Co	Affiliated broker-dealer or bank to another	Jul 1, 2025 over 6 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	San Diego, Ca +1	Wirehouse to affiliated broker-dealer or bank	Jun 20, 2025 over 13 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Fargo, Nd	Wirehouse to affiliated broker-dealer or bank	Jun 3, 2025 over 9 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Canton, Oh +1	Wirehouse to affiliated broker-dealer or bank	Jun 2, 2025 over 7 d
2	Axiom Financial Strategies Group, LLC independent RIA	Edward Jones national BD	New Albany, In	RIA to affiliated broker-dealer or bank	May 28, 2025 over 5 d
2	Moneta Group Investment Advisors, LLC independent RIA	Edward Jones national BD	St Louis, Mo	RIA to affiliated broker-dealer or bank	May 27, 2025 over 3 d
2	Citigroup Global Markets Inc. BD affiliated	Edward Jones national BD	San Antonio, Tx	Affiliated broker-dealer or bank to another	May 8, 2025 over 5 d
2	Wells Fargo Advisors wirehouse	Edward Jones national BD	Concord, Ca +1	Wirehouse to affiliated broker-dealer or bank	Mar 20, 2025 over 13 d
2	J.P. Morgan Securities LLC wirehouse	Edward Jones national BD	Plano, Tx +1	Wirehouse to affiliated broker-dealer or bank	Mar 4, 2025 over 2 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Stone Ridge, Va +2	Wirehouse to affiliated broker-dealer or bank	Jan 31, 2025 over 6 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Tucson, Az	Wirehouse to affiliated broker-dealer or bank	Dec 24, 2024
2	U.S. Bancorp Investments, Inc. BD affiliated	Edward Jones national BD	Mount Vernon, Il +1	Affiliated broker-dealer or bank to another	Nov 18, 2024
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Fort Lauderdale, Fl +1	Wirehouse to affiliated broker-dealer or bank	Nov 7, 2024 over 9 d
2	J.P. Morgan Securities LLC wirehouse	Edward Jones national BD	Aubrey, Tx +1	Wirehouse to affiliated broker-dealer or bank	Nov 5, 2024 over 12 d
2	Vanguard Advisers, Inc. BD affiliated	Edward Jones national BD	Charlotte, Nc	Affiliated broker-dealer or bank to another	Oct 17, 2024 over 14 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Morgan Hill, Ca +2	Wirehouse to affiliated broker-dealer or bank	Sep 25, 2024 over 9 d
2	Raymond James Financial Services Advisors, Inc BD affiliated	Edward Jones national BD	Nazareth, Pa +1	Affiliated broker-dealer or bank to another	Sep 20, 2024 over 4 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Shreveport, La +1	Wirehouse to affiliated broker-dealer or bank	Sep 10, 2024 over 9 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Northbrook, Il +1	Wirehouse to affiliated broker-dealer or bank	Sep 4, 2024 over 2 d
4	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Jacksonville, Fl +1	Wirehouse to affiliated broker-dealer or bank	Jul 30, 2024 over 16 d
2	Nicolet Wealth Management independent RIA	Edward Jones national BD	Neenah, Wi +1	RIA to affiliated broker-dealer or bank	Jul 1, 2024
2	Wells Fargo Advisors wirehouse	Edward Jones national BD	San Diego, Ca +1	Wirehouse to affiliated broker-dealer or bank	Jun 14, 2024 over 13 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Lake Mary, Fl +1	Wirehouse to affiliated broker-dealer or bank	Jun 6, 2024
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Frisco, Tx +1	Wirehouse to affiliated broker-dealer or bank	May 28, 2024 over 10 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Naperville, Il +1	Wirehouse to affiliated broker-dealer or bank	May 14, 2024 over 8 d
2	J.P. Morgan Securities LLC wirehouse	Edward Jones national BD	San Francisco, Ca +1	Wirehouse to affiliated broker-dealer or bank	May 11, 2024
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Vienna, Va +1	Wirehouse to affiliated broker-dealer or bank	Apr 29, 2024 over 14 d
2	Morgan Stanley wirehouse	Edward Jones national BD	Potomac, Md +1	Wirehouse to affiliated broker-dealer or bank	Apr 22, 2024 over 8 d
2	Wells Fargo Advisors wirehouse	Edward Jones national BD	Wilmington, Nc +1	Wirehouse to affiliated broker-dealer or bank	Apr 10, 2024 over 14 d
2	Thrivent Investment Management Inc. BD affiliated	Edward Jones national BD	Minneapolis, Mn	Affiliated broker-dealer or bank to another	Apr 6, 2024 over 2 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Woodland Hills, Ca +2	Wirehouse to affiliated broker-dealer or bank	Mar 26, 2024 over 6 d
2	Morgan Stanley wirehouse	Edward Jones national BD	San Francisco, Ca +1	Wirehouse to affiliated broker-dealer or bank	Mar 21, 2024
2	Fidelity Personal And Workplace Advisors BD affiliated	Edward Jones national BD	Westlake, Tx +1	Affiliated broker-dealer or bank to another	Mar 20, 2024 over 14 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	New York, Ny +1	Wirehouse to affiliated broker-dealer or bank	Jan 16, 2024 over 2 d
2	Charles Schwab & Co., Inc. national BD	Edward Jones national BD	Westlake, Tx +1	Affiliated broker-dealer or bank to another	Jan 9, 2024 over 1 d
2	Wells Fargo Advisors wirehouse	Edward Jones national BD	St Louis, Mo	Wirehouse to affiliated broker-dealer or bank	Dec 19, 2023 over 2 d
2	First Command Advisory Services BD affiliated	Edward Jones national BD	Fort Worth, Tx	Affiliated broker-dealer or bank to another	Aug 31, 2023
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Melville, Ny	Wirehouse to affiliated broker-dealer or bank	Aug 8, 2023 over 13 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Midland, Tx +1	Wirehouse to affiliated broker-dealer or bank	Jul 26, 2023 over 13 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	Redding, Ca +1	Wirehouse to affiliated broker-dealer or bank	May 31, 2023 over 1 d
2	UBS Financial Services Inc. wirehouse	Edward Jones national BD	Weehawken, Nj	Wirehouse to affiliated broker-dealer or bank	May 24, 2023 over 6 d
2	LPL Financial LLC BD affiliated	Edward Jones national BD	Goshen, In	Affiliated broker-dealer or bank to another	May 16, 2023 over 2 d
2	Capital Client Group, Inc. no RAUM	Edward Jones national BD	Los Angeles, Ca	Other	Apr 3, 2023
2	Stifel, Nicolaus & Company, Incorporated national BD	Edward Jones national BD	St Louis, Mo	Affiliated broker-dealer or bank to another	Mar 24, 2023 over 5 d
3	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Edward Jones national BD	New York, Ny +1	Wirehouse to affiliated broker-dealer or bank	Jan 20, 2023 over 11 d
2	Td Ameritrade, Inc. no RAUM	Edward Jones national BD	Westlake, Tx	Other	Oct 14, 2022

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118 teams match.derived from registration dates