other

Edward Jones

ST. LOUIS, MO

CRD: 250

In network coverage since September 23, 2026 · 16+ stories

$1TRegulatory AUMSEC Form ADV · Oct 17

36,317EmployeesForm ADV

10Deals on our tracker

-5Talent net · 12 months0 in · 5 out

Regulatory AUM · Aug 16 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net -5 · 0 incoming events · 5 outgoing events

Arrivals

None tracked.

Departures

Amanda Leija

Aug 19 · to Freedom Financial Partners

James Yancey

Aug 19 · to Impact Wealth Management

Chris Stockton

Aug 18 · to LPL Financial

McCutchen Wesson Wealth Advisors

Aug 20 · to LPL Financial

Aaron Martin

Oct 8 · to Raymond James Financial Services

Deal recordFull tracker →

Oct 4, 26Fund launchRPAG · Aboon — coverage

Sep 29, 26Deal announcedRetirement Plan Advisory Group · Aboon — coverage

Sep 7, 26Deal announcedDuke University · University of Oregon — coverage

Aug 19, 26Fund launch — coverage

Aug 17, 26Deal announcedQuicken · — coverage

Aug 17, 26Deal announced — coverage

Aug 17, 26Fund launch — coverage

Network coverage

Moves

&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor

Stonemere Wealth, founded by Brian Geist, is the 131st practice to join &Partners, which reports $65 billion in assets.

book · Oct 19Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income

Moves · Oct 5Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million

practice · Oct 2SIFMA panel says advisers can build an audience without becoming finfluencers

RIA · Oct 2WealthManagement.com column tells advisors to judge wellness tools by cross-benefit decisions

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

plans · Sep 30Edward Jones plans 2027 release of AI workplace retirement plan tool

advisers · Sep 30Edward Jones to launch AI-powered workplace retirement platform with Aboon and RPAG in 2027

The Close · Sep 30Edward Jones to develop retirement plan tool with Aboon and RPAG

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

RIA · Sep 24RIAs bought the model. The inputs are still client-reported.

book · Sep 24The succession gap is a price nobody wrote down

distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap