Advisor Moves · Updated Daily
Edward Jones advisor departures
Edward Jones runs one of the largest advisor forces in the country, and movement out of its branch network is a bellwether for the broader employee-to-independent shift. This tracker logs departures as they are reported: who moved, where they landed, and the assets involved where disclosed. Winthrop & Co.'s H1 2026 research found that 54% of the Edward Jones leavers who re-registered chose an independent broker-dealer.
23
Tracked departures
$6.0B
Disclosed AUM
12
Distinct destinations
Aug 20, 2026
Latest move
| Date | Team / Advisors | Destination | Reported AUM | Source |
|---|---|---|---|---|
| Aug 20, 2026 | McCutchen Wesson Wealth Advisors (McCutchen, Wesson — Marion, AR) | LPL Financial | $190M | LPL Financial |
| Aug 18, 2026 | Guidepost Wealth Management (Stockton — Stillwater, OK) | LPL Financial | $160M | LPL Financial |
| Jul 20, 2026 | Kevin King (Idaho Falls, ID) | Ameriprise Financial (independent channel) | $160M | InvestmentNews |
| Jun 22, 2026 | Jon Connell | Seven Bridges Wealth Advisors | $165M | Wealth Solutions Report |
| Jun 9, 2026 | Freedom Ridge Private Wealth (Austin, Pamela Jones — Spartanburg, SC) | Ameriprise Financial (independent channel) | $120M | Google News — Edward Jones advisor moves |
| Jun 2, 2026 | Smith Complete Wealth (Les Smith — Spring Hill, TN) | LPL Financial | $185M | Google News — Edward Jones advisor moves |
| Jun 2, 2026 | Mike Russell | Perennial | $640M | Google News — Edward Jones advisor moves |
| May 5, 2026 | Fair Oaks Wealth Management | Ameriprise Financial | $140M | Google News — Edward Jones advisor moves |
| May 1, 2026 | Unnamed Edward Jones team | Independent RIA (&Partners) | $700M | Google News — Edward Jones advisor moves |
| May 1, 2026 | Nemec Wealth Advisors (Nicholas M. Nemec — Lake Suzy, FL) | &Partners | $115M | Google News — UBS advisor moves |
| Apr 1, 2026 | Trey Pope (Huntsville, AL) | LPL Financial | $160M | Trade reporting |
| Mar 1, 2026 | Carnegie Private Wealth (Decker, Lewis, Miller, Larsen) | LPL Financial | $475M | Trade reporting |
| Jan 1, 2026 | Know My Plan (Joseph Wind) | Raymond James (RJFS) | $101M | Trade reporting |
| Nov 1, 2025 | Colton T. Lowry (Bellefontaine, OH) | Kingsview Partners | $391M | Trade reporting |
| Oct 1, 2025 | Forsa Wealth Partners (John & Sean Murphy) | Raymond James (RJFS) | $420M | Trade reporting |
| Oct 1, 2025 | Kendall Wealth Management (Kiley, Mitch & Kyle Kendall) | Ameriprise (independent) | $300M | Trade reporting |
| Sep 1, 2025 | Worley Monroe Advisors (Worley, Monroe) | LPL Financial | $400M | Trade reporting |
| Sep 1, 2025 | Eightysecond Capital Partners (Gregory Phelps) | Raymond James (RJFS) | $260M | Trade reporting |
| Sep 1, 2025 | Johnson Private Wealth (Ben Johnson) | Raymond James (RJFS) | $140M | Trade reporting |
| Sep 1, 2025 | Mishler Financial Planning (Sye Mishler) | Raymond James (RJFS) | $130M | Trade reporting |
| Aug 1, 2025 | Chiarello Wealth Management (Shannon Chiarello) | Raymond James (RJFS) | $130M | Trade reporting |
| Jun 1, 2025 | Burkhart Wealth & Retirement (Bryan Burkhart) | Raymond James & Associates | $250M+ | Trade reporting |
| Jun 1, 2025 | Keith Demetriades (Pampa, TX) | Kingsview Wealth Management | $230M | Trade reporting |
Moves are logged from trade press and public announcements, linked to their source where one was captured. AUM appears only where the original reporting disclosed it. This tracker records reported moves; it is not a census of every registration change.
FAQ
Edward Jones departures, answered
How many advisors have left Edward Jones recently?+
This tracker currently logs 23 reported departures of advisors and teams from Edward Jones, with the most recent on Aug 20, 2026. It captures publicly reported moves rather than every registration change; Winthrop & Co.'s State of Advisor Movement report measures the complete producing-advisor picture from registered-rep data.Where do departing Edward Jones advisors go?+
Across the moves tracked here, the most frequent destinations are LPL Financial (6), Raymond James (RJFS) (6), Ameriprise Financial (independent channel) (2). Destinations span rival employee-model firms, regionals, independent broker-dealers, and RIAs; the full destination-channel analysis is in the State of Advisor Movement report.How current and reliable is this tracker?+
Entries are collected daily from trade press and public announcements, deduplicated, and linked to their source where one was captured. Assets under management are listed only when the reporting disclosed them; 23 of the 23 tracked moves disclose AUM, totaling roughly $6.0B. The tracker was last updated Sep 16, 2026.
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