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Saturday, October 3, 2026The Morning Brief →Sign in
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Edward Jones

ST. LOUIS, MO
CRD: 250
In PWD coverage since September 14, 2026 · 16+ stories
$1TRegulatory AUMSEC Form ADV · Sep 26
36,317EmployeesForm ADV
9Deals on our tracker
-4Talent net · 12 months0 in · 4 out
Regulatory AUM · Aug 16 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 0 incoming events · 4 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
Deal recordFull tracker →
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Aboon — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · 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
Aug 17, 26Fund launch — coverage
PWD coverage
practice

SIFMA panel says advisers can build an audience without becoming finfluencers

Advisers from Merrill Lynch, RBC, Oppenheimer and Edward Jones said expertise alone no longer draws clients, but viral content is the wrong goal.
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
exit · Sep 23The successor is a buyer, and the terms are missing
book · Sep 23The hospital question is the cheapest test of an aging book
practice · Sep 21Half of plan holders still worry: sell the family meeting.
Moves · Sep 17Raymond James merges succession and capital under one executive
Moves · Sep 14The Succession Gap Is a Supply Forecast
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