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Sunday, August 23, 2026The Morning Brief →Sign in
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Edward Jones

ST. LOUIS, MO
CRD: 250
In PWD coverage since August 14, 2026 · 16+ stories
$1TRegulatory AUMSEC Form ADV · Aug 21
36,317EmployeesForm ADV
4Deals on our tracker
-4Talent net · 12 months0 in · 4 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -4 · 0 arrivals · 4 departures
Paul McCutchen
Aug 20 · advisor move
Chris Stockton
Aug 18 · advisor move
Chris Stockton
Aug 17 · advisor move
Arrivals
None tracked.
Departures
Amanda Leija
Aug 19 · to Equitable Advisors
James Yancey
Aug 19 · to Equitable Advisors
James Yancey
Aug 19 · to Impact Wealth Management
Amanda Leija
Aug 19 · to Freedom Financial Partners
Deal recordFull tracker →
Aug 19, 26Fund launch — coverage
Aug 17, 26Deal announcedQuicken · — coverage
Aug 17, 26Fund launch — coverage
Aug 17, 26Fund launch — coverage
PWD coverage
advisor_note

The custody account is becoming the customer relationship

Schwab's branch push, crypto boundary, and referral floor show why RIAs must reprice their custody risk.
RIA · Aug 21Trust now outranks fees when investors pick an advisor
advisor_note · Aug 21Schwab keeps the small accounts. Edward Jones buys in.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product
The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow
Deals & PE · Aug 19The platform arms race turns to software and services
Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams
Features · Aug 19Wealth's talent war moves to the C-suite
RIA · Aug 18Edward Jones takes hybrid platform direct to next-gen investors
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
practice · Aug 18Edward Jones's $5,000 digital pilot takes aim at the next generation
Moves · Aug 18LPL recruits $160M Edward Jones advisor Chris Stockton
RIA · Aug 18AI forces the data-warehousing question at RIAs
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
RIA · Aug 14Edward Jones Posts Record $5B Quarter, $2.6T AUC
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