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 54% of the Edward Jones leavers who re-registered chose an independent broker-dealer.

29
Tracked departures
$5.8B
Disclosed AUM
7
Distinct destinations
Oct 8, 2026
Latest move
DateTeam / AdvisorsDestinationReported AUMSource
Oct 8, 2026Aaron Martin (Phoenix, AZ)Raymond James$170M+Raymond James release
Oct 1, 2026Michelle FergusonUBSUndisclosedUBS
Aug 20, 2026McCutchen Wesson Wealth Advisors (McCutchen, Wesson; Marion, AR)LPL Financial$190MLPL Financial
Aug 18, 2026Guidepost Wealth Management (Stockton; Stillwater, OK)LPL Financial$160MLPL Financial
Aug 18, 2026De Jesus & Co. Wealth Management (Roberto De Jesus, Acworth, GA)Raymond James (RJFS)$199MRaymond James release
Jul 20, 2026Kevin King (Idaho Falls, ID)Ameriprise Financial (independent channel)$160MInvestmentNews
Jun 18, 2026Jon ConnellSeven Bridges Wealth Advisors$165MPR Newswire
Jun 11, 2026Smith Complete Wealth (Les Smith; Spring Hill, TN)LPL Financial$185MLPL Financial release
Jun 9, 2026Freedom Ridge Private Wealth (Russell Austin, Spartanburg, SC)Ameriprise Financial (independent channel)$120M+Ameriprise release
Jun 4, 2026Franko Wealth Management (Bernie Franko, Greensboro, NC)Raymond James (RJFS)$200M+Raymond James release
Jun 1, 2026Mike Russell (Woodland, CA)Perennial$640MPerennial release (Business Wire)
May 21, 2026Element Financial Services (Reece Nichols, Kilgore, TX)Raymond James (RJFS)$268MRaymond James release
May 19, 2026Brent Tiemeyer (St. Louis, MO)Raymond James (RJ&A)$150MRaymond James release
May 18, 2026Tom Palomares (Tucson, AZ)Raymond James$126MRaymond James release
May 1, 2026Nemec Wealth Advisors (Nicholas M. Nemec; Lake Suzy, FL)&Partners$115MInvestmentNews
Apr 30, 2026Alister Chick (Shallotte, NC)Raymond James$122MRaymond James release
Apr 20, 2026Fair Oaks Wealth Management (Bob Halbert, York, PA)Ameriprise Financial (independent channel)$140M+Ameriprise release
Apr 2, 2026Trey Pope (Huntsville, AL)LPL Financial$160MLPL Financial release
Mar 19, 2026Know My Plan (Joseph Wind, Charlotte, NC)Raymond James (RJFS)$101MRaymond James release
Jan 28, 2026Wahlen Advisory Group (Melissa Wahlen, Chris Knight, Waukesha, WI)Raymond James$200M+Raymond James release
Jan 6, 2026Bryan and Hayden Hildebrand (Shreveport, LA)Ameriprise (Financial Institutions Group)~$190MAmeriprise release
Nov 25, 2025Forsa Wealth Partners (John & Sean Murphy)Raymond James (RJFS)$420MRaymond James release
Oct 1, 2025Kendall Wealth Management (Kiley, Mitch & Kyle Kendall)Ameriprise (independent)$300M+Ameriprise release
Sep 18, 2025Worley Monroe Advisors (Worley, Monroe)LPL Financial$400MLPL Financial release
Sep 11, 2025Gregory Phelps (Rockledge, FL)Raymond James$260M+Raymond James release
Sep 10, 2025Mishler Financial Planning (Sye Mishler)Raymond James (RJFS)$130MRaymond James release
Sep 9, 2025Johnson Private Wealth (Ben Johnson)Raymond James (RJFS)$140M+Raymond James release
Aug 13, 2025Chiarello Wealth Management (Shannon Chiarello)Raymond James (RJFS)$130M+Raymond James release
Oct 8, 2024Burkhart Wealth & Retirement (Bryan, Gretchen and Gabriele Burkhart, Sullivan, IN)Raymond James & Associates$250M+InvestmentNews

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 29 reported departures of advisors and teams from Edward Jones, with the most recent on Oct 8, 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 (15), LPL Financial (5), Ameriprise (5). 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; 28 of the 29 tracked moves since Oct 8, 2024 disclose AUM, totaling roughly $5.8B. The tracker was last updated Oct 13, 2026.

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