READ NOWH1 2026, State of Advisor Movement

Winthrop & Co.

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 a majority of departing Edward Jones advisors, 54%, chose an independent broker-dealer.

19
Tracked departures
$4.8B
Disclosed AUM
11
Distinct destinations
Jun 22, 2026
Latest move
DateTeam / AdvisorsDestinationReported AUMSource
Jun 22, 2026Jon ConnellSeven Bridges Wealth Advisors$165MWealth Solutions Report
Jun 9, 2026Freedom Ridge Private Wealth (Austin, Pamela Jones — Spartanburg, SC)Ameriprise Financial (independent channel)$120MGoogle News — Edward Jones advisor moves
Jun 2, 2026Smith Complete Wealth (Les Smith — Spring Hill, TN)LPL Financial$185MGoogle News — Edward Jones advisor moves
Jun 2, 2026Mike RussellPerennial$640MGoogle News — Edward Jones advisor moves
May 5, 2026Fair Oaks Wealth ManagementAmeriprise Financial$140MGoogle News — Edward Jones advisor moves
May 1, 2026Nemec Wealth Advisors (Nicholas M. Nemec — Lake Suzy, FL)&Partners$115MGoogle News — UBS advisor moves
Apr 1, 2026Trey Pope (Huntsville, AL)LPL Financial$160MTrade reporting
Mar 1, 2026Carnegie Private Wealth (Decker, Lewis, Miller, Larsen)LPL Financial$475MTrade reporting
Jan 1, 2026Know My Plan (Joseph Wind)Raymond James (RJFS)$101MTrade reporting
Nov 1, 2025Colton T. Lowry (Bellefontaine, OH)Kingsview Partners$391MTrade reporting
Oct 1, 2025Forsa Wealth Partners (John & Sean Murphy)Raymond James (RJFS)$420MTrade reporting
Oct 1, 2025Kendall Wealth Management (Kiley, Mitch & Kyle Kendall)Ameriprise (independent)$300MTrade reporting
Sep 1, 2025Worley Monroe Advisors (Worley, Monroe)LPL Financial$400MTrade reporting
Sep 1, 2025Eightysecond Capital Partners (Gregory Phelps)Raymond James (RJFS)$260MTrade reporting
Sep 1, 2025Johnson Private Wealth (Ben Johnson)Raymond James (RJFS)$140MTrade reporting
Sep 1, 2025Mishler Financial Planning (Sye Mishler)Raymond James (RJFS)$130MTrade reporting
Aug 1, 2025Chiarello Wealth Management (Shannon Chiarello)Raymond James (RJFS)$130MTrade reporting
Jun 1, 2025Burkhart Wealth & Retirement (Bryan Burkhart)Raymond James & Associates$250M+Trade reporting
Jun 1, 2025Keith Demetriades (Pampa, TX)Kingsview Wealth Management$230MTrade 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 19 reported departures of advisors and teams from Edward Jones, with the most recent on Jun 22, 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 Raymond James (RJFS) (6), LPL Financial (4), Seven Bridges Wealth Advisors (1). 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; 19 of the 19 tracked moves disclose AUM, totaling roughly $4.8B. The tracker was last updated Jun 23, 2026.

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